Invest with Someone Who is Invested in You
We help you plan your finances around the life you want to live. Use our experience, guidance, and talents to take stress out of your life, so you can focus on what really matters.
Invest with Someone Who is Invested in You
We help you plan your finances around the life you want to live. Use our experience, guidance, and talents to take stress out of your life, so you can focus on what really matters.
TK Investment Solutions LLC
Planning
From full-service financial planning services to farm and business succession, we are here to help you work towards achieving your financial goals.
Investing
Offering our clients independent access to a broad array of investment products and services specifically designed to help fit your portfolio and risk tolerance.
Coaching
Every sound plan warrants a strong foundation. We will work toward educating and reinforcing that foundation through due care, diligence, competence, and integrity.
What We Do
We All Need Help to Actualize What We Want Most.
01.
Planning
Life throws many challenges at us, but luckily we can handle you tackle the financial burdens. We are here to help you work toward achieving your financial goals.
02.
Investing
Offering our clients independent access to a broad array of investment products and services specifically designed to help fit your portfolio and risk tolerance.
03.
Portfolio Management
Every person has a unique set of circumstances and goals. It is our goal to help ensure our client’s investment portfolios meet their specific financial goals, risk tolerance and time horizon.
04.
Retirement PLanning
Retirement is one of the most important life events many of us will ever experience. Realizing a comfortable retirement is an extensive process that takes careful planning and ongoing monitoring throughout every stage of life.
05.
Insurance / Long Term Care
Long Term Care and Asset Protection are often times neglected in financial planning. Here we can help plan for long term care Insurances and Life Insurance.
06.
IRA / Roth IRA / Simple IRA / Sep IRA
IRA’s are retirement savings accounts with certain tax advantages, making them ideal savings vehicles for retirement. Simple IRA and Sep IRA are a low cost and easy options for business owners.
07.
Fixed & Variable Annuities
A variable annuity is a contract between you and the insurance company which combines investment and protection into a single financial product. Fixed annuities provide a guarantee based on the rate of return/interest rate and the payout to you.
08.
Business & Farm Succession
Eventually your business, estate, and farm will transition to someone else. We help you decide who will get your lifetime of work, and to make the outcome acceptable to you and your family.
Fixed and Variable Annuities: Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59.5 are subject to a 10% IRS penalty.
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About Me
I’m Tricia Klaphake.
I Help People Plan and Prepare for the Future
Soon after graduating from college, I began working as a paralegal, primarily in estate planning and corporate mergers. Soon after I climbed to being an assistant trust officer for US Bank for a couple years before moving back home to start my career in Sauk Centre. I have been working in Sauk Centre for over 20 years doing financial planning and advising before starting my own practice, TK Investments LLC.
I consider all of my clients my friends. I get to know them and their families, I get to understand their goals and dreams, we share our ideas and together we form a plan, which we update regularly. I prefer this interpersonal method, so I am careful to limit my client list to a manageable level. You will never be a number to me, if you choose me to help manage your money.
Resources
LPL Newsroom
Address
508 S Main St Suite 9,
Sauk Centre MN, 56378
Business Hours
Monday - Thursday:
8:30am to 4:00pm
Friday:
By Appointment Only
Appointments after listed hours available by request.