WELCOME
Minnesota Valley Investments was built on a foundation of principles that guide us each day. We believe in excellent communication and providing superior service for our clients.
We want you to know that you can depend on us for all of your financial needs. We will work with you to reach your financial goals.
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TEAM MEMBERS
Jim Nelson 507 430-2499
Pat Henjum 507 637-3344
John Patock 320 441-5619
Newsletters
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.