Our Services
Scherven Group cares about relationships first. Our advisors have the financial acumen to educate our clients and guide them toward their goals.
You might be a business owner or a teacher, a recent graduate or an established tradesman, a builder or a manager. You need retirement plan options that suit your situation—and most people don’t have the time or expertise to manage their finances the way they should be. That’s where we come in.
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.
Learn MoreBusiness Owner Solutions
Retirement plan design, benefits, and succession planning for owners aligning personal and business finances.
Learn More403(b) & 457 Plans
Deep expertise in the supplemental retirement plans available to Minnesota public school employees.
Learn MoreNot sure where to start?
Schedule a review. Let’s talk through your goals and find the right strategy together.