Financial Planning
A clear roadmap for retirement, investing, savings, and debt, revisited every year because life changes.
Start a planIndependent · Fiduciary · Burnsville, MN
Honest advice.
A plan built around your life.
For more than twenty years we've helped families, business owners, and retirees in the south metro make confident decisions about money, with one team handling your planning, investments, and taxes together.
FiduciaryYour interests first, by obligation
20+ yearsPlanning through every kind of market
Tax + planningUnder one roof, talking to each other
LocalBurnsville, Eagan, Apple Valley, Lakeville
1
team that knows
your whole picture
your whole picture
Who we are
A small, independent practice that treats your money like it matters. Because it does.
Most people don't need another product. They need someone who will sit down, look at the whole picture, and tell them the truth about where they stand and what to do next.
That's what we do. Planning, investing, and taxes are handled together by people who actually talk to each other, and who will still be here when life changes.
David
David S., Founder
What we do
Four services. One plan.
Each piece is built to work with the others, so nothing falls between the cracks.
Wealth Management
Disciplined, low-drama investment management focused on preserving what you've built and growing it with intention.
Talk about investingTax Services
Individual and small business tax preparation, plus year-round planning so your return and your plan are never strangers.
Get help with taxesBusiness Guidance
For owners navigating succession, cash flow, and the place where the business's money and the family's money meet.
Plan for your businessWho we serve
Different seasons of life. The same honest advice.
Building a life, and a plan to match.
Careers are growing, kids are growing, and every decision seems to affect three others. We help you sort out what matters first.
- How much should we be saving, and where?
- Are we on track for college and retirement at the same time?
- Do we have the right protection if something happens?
Your business is part of your wealth. Plan like it.
Owners carry a lot. We help you see the business and the household as one picture, from cash flow to the day you step away.
- How do I pay myself and still grow the company?
- What's the smartest retirement plan for my business?
- What does a successful exit or succession look like?
Turning a lifetime of saving into a retirement you enjoy.
The questions change when the paychecks stop. We help you build income you can count on and a plan for what you leave behind.
- When can I retire, and how much can I spend?
- How do I draw income in the most tax-efficient order?
- How do I make sure my family is taken care of?
How we work
What the first year looks like.
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1
Listen
We talk about your goals, your worries, and the decisions in front of you. No forms yet.
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2
Plan
You get a written plan with clear priorities and honest trade-offs.
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3
Act
We implement step by step and handle the paperwork so you don't have to.
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4
Check in
We meet regularly and adjust as life changes. Taxes included.
Meet the team
The people you'll actually talk to.
When you call, one of us answers. When you have a question, you ask the person who knows your file.
DS
David S.
Founder & Financial Advisor
Twenty-plus years guiding families and business owners in the south metro. Opens the backyard pool every May and closes it reluctantly.
TM
Team member
Client Service & Operations
Profile coming soon.
TM
Team member
Tax & Planning Associate
Profile coming soon.
The office dog
Head of Greetings
Meets every visitor at the door. Paid in belly rubs.
Client notes
The cards we keep on the desk.
Our industry doesn't allow us to publish reviews. What we can share are the notes clients send us.
Placeholder for a client's thank-you card. A scanned card will appear here.
Placeholder for a client's thank-you card. A scanned card will appear here.
Placeholder for a client's thank-you card. A scanned card will appear here.
Common questions
Things people ask before they call.
Don't see yours? Call (952) 432-8000. You'll get a straight answer.
What does a fiduciary financial advisor do?
A fiduciary financial advisor is required to act in your best interest. At Sloan Financial Solutions that means recommendations are built around your goals, your timeline, and your risk tolerance, not around products.
Who do you work with?
We work with families, professionals, pre-retirees, and business owners in Burnsville, the south metro, and across the Twin Cities. Many clients come to us at a transition point: a new business, a growing family, a sale, or retirement.
Do you offer tax preparation and tax planning?
Yes. We prepare individual and small business tax returns and coordinate tax planning with your overall financial plan, so decisions about retirement contributions, business income, and investments are made with taxes in mind.
How do you charge for your services?
We explain fees clearly before you commit to anything. Depending on the service, compensation may be a planning fee, an asset-based advisory fee, or a flat fee for tax preparation. Full details are available in our Form CRS.
What happens in a first meeting?
The first conversation is about you, not paperwork. We talk through your goals, your concerns, and the decisions in front of you. From there we outline what a plan could look like and you decide whether it makes sense to move forward.
Is there a minimum to work with you?
We do not believe good advice should wait until you have a certain net worth. Reach out and we will be honest about whether we are the right fit.
Rooted in the south metro
Let's talk about what's next.
A phone call or an email is all it takes. We'll sit down, in the office or over video, and talk through where you are and where you'd like to be.
- Phone
- (952) 432-8000
- david@sloanfs.com
- Office
- Burnsville, MinnesotaStreet address coming soon
- Hours
- Mon to Fri, by appointmentEvening calls on request