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.
Click Here to learn more About Us. Client Login, Click Here - Log in to access your account.
TEAM MEMBERS
Jim Nelson 507 430-2499
Pat Henjum 507 637-3344
John Patock 320 441-5619
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.