Basic Information
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Company
Munkeby Kramer -
Phone
651.206.8065 -
Mobile phone
651.206.8065 -
Email
alex.bush@munkebykramer.com -
What is your "why"? Why do you do what you do?
I am passionate about helping my clients create a better life by achieving goals that they may once have thought were out of reach. -
About me
I have been working in the financial industry and with the same company, Munkeby Kramer, since 2007. I am dedicated to helping my clients plan for their future. I have been afforded the name ‘Reliable Financial Planner’ based on the dedication and accountability I bring to my client relationships.
I specialize in Financial Planning, Investments, and Insurance Services in Minnetonka, Hopkins, and Blaine.
Here’s how I can help:
✔ Goal Planning
✔ Expectation setting
✔ Set actionable steps to reach financial goals
✔ Cash management
✔ Debt review
✔ Investment management
✔ Retirement planning
✔ Income in retirement
✔ Tax analysis
✔ Education planning
✔ Asset protection*
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Profession
Financial Advisor -
Hobbies and interest
Golf, camping, biking, sports, and spending time with family -
Website
www.munkebykramer.com
Contact Information
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City / Town
Blaine -
Describe your perfect referral
Someone who is closing in on retirement, not sure how to transition from getting a paycheck to using their assets and resources (Social Security, Pension, investment properties) for income. I help them recognize efficiencies of how to best utilize their resources available to reduce investment risk, with maximum income and tax efficiency. -
State
MN -
Zip
55449 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/AlexanderBushFinancialPlanner -
LinkedIn Profile
http://linkedin.com/in/alexanderbushfinancialplanner
Education
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College / University
University of Minnesota - Duluth