The Comfort of Doing Something
By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played…
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Welcome to The Scherven Group
Charting your financial course
Scherven Group helps families, teachers, business owners, and any individual understand the ins and outs of pensions, Social Security, and investment management.
Have an unanswered question about your finances, investments, or retirement?
Schedule Your 20-Minute “Ask Anything” Session
Who We Are
Our firm crafts customized financial plans, each one carefully fitted to the unique needs of each client.
The financial world is complex and rapidly changing. Questions and challenges go with the territory. Scherven Group is your financial partner, and you guide our firm when it comes to assessing your goals and evaluating your existing portfolio.
Together, we develop a plan that suits your needs. Once it’s in place, we stay with you to see the plan go into motion, monitor your progress, and make adjustments as circumstances change. As your financial partner, Scherven Group guides you every step of the way, toward achieving your goals.
More About Us
Our Approach
It’s more about you than about us
Scherven Group works to be more than a financial advisor. We stand up for our clients through all of life’s financial decisions—big ones, small ones, and everything in between.
01
Teamwork
We’ve found teamwork to be the most effective way to help you maneuver through a wide variety of financial services—so you get the benefit of the whole firm, not just one person’s perspective.
02
Personal Connections
We take pride in making personal connections with clients, thoroughly understanding their unique needs, and thoughtfully crafting comprehensive plans that work for each specific situation.
03
Proactive Planning
Our advisors take a proactive approach, striving to anticipate potential challenges before they arise. If the unexpected occurs, a well-made plan can be fine-tuned to help you stay on the right track.
What We Do
Guidance for every financial decision
From 403(b) and pension planning to investment management and estate strategies, we aim to empower our clients to make financial decisions confidently.
Investment Management
Customized portfolios built on protection and growth of assets through product selection and diversification.
Learn MoreRetirement Planning
Traditional and ROTH IRAs, SEP and SIMPLE IRAs, and 401(k) plans for employees and business owners alike.
Learn MoreEstate Planning Strategies
Manage your affairs during your lifetime and control the distribution of your wealth afterward.
Learn MorePension & Social Security Planning
Understanding the ins and outs of your pension and Social Security, and how the timing of each affects the rest of your plan.
Learn MoreInsurance Planning
Life, long-term care, and disability coverage that protects the people who depend on you.
Learn MoreEducation Planning
Savings strategies for college, graduate school, vocational training, and K-12 education.
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Our Process
A proven path to financial clarity
From your first financial discovery conversation to ongoing monitoring and adjustment, our nine-step process is designed to build a customized plan that evolves with your life.
See How It Works
01
Financial Discovery
02
Ask Anything Session
03
Goals & Needs Analysis
04
Develop & Design Your Plan
05
Presentation Meeting
Our Team
Advisors who can steer you through it
Each of Scherven Group’s advisors has a personal reason for becoming a financial professional. We’re committed to our community, and our in-depth training and years of experience can help anyone better prepare for the future.
School Districts
403(b) and 457 planning for Minnesota educators
There are plenty of choices in building a solid financial foundation, but we know the last thing teachers have is time to learn retirement and tax planning.
Our expertise extends to 403(b) and 457 plans and other annuities, with deep experience crafting unique strategies for a diversified approach that puts your money to work in the way that’s best for you. If you’re in the education field, your district’s plan documents are ready to download.
Find Your District403(b) Plans
Payroll pre-tax contributions that grow tax-deferred alongside your pension.
457(b) Plans
A second tax-deferred bucket, with access through loans and emergency distributions.
Pension Coordination
We help you see how your TRA pension, Social Security, and savings work together.
Plan Documents
SRA forms and matching schedules for every district we serve, ready to download.
Insights
Economic & Market Reports
Timely analysis and thought leadership from our market strategy team to help you stay informed.
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