Wealth Management & Retirement Income Planning in Hastings, MN

At our firm, we help Minnesotans & Wisconsinites grow, protect, and use their money wisely-whether they're just getting started, preparing for retirement, or already enjoying it. From long-term financial planning to steady retirement income strategies, we're here with clear, independent advice that puts your interests first.

Small Firm Attention.

Big Firm Results.

Wealth Building

From budgeting and saving to building strong investment habits, we help Hastings families and professionals take meaningful steps toward long-term wealth. Whether you're just getting started or planning for the future, our guidance is practical, personal, and built around your life.

Investment Management

Our investment management services in Hastings are built for the long term-not for headlines. We build portfolios based on your goals, time horizon, and risk tolerance, with a focus on tax efficiency and lasting growth.

Retirement Income Planning

For Hastings retirees and pre-retirees, we turn savings into steady income streams that support your lifestyle. From optimizing Social Security to planning tax-smart withdrawals, our process is built for confidence and clarity.

Social Security & Medicare Workshops

In Hastings, we host free, no-pressure workshops that walk through Social Security and Medicare basics. Held near the Mississippi River or downtown, these sessions are designed for clarity and confidence.

Build a Future with Confidence

Your financial success is our priority. Through personalized planning and expert investment strategies, we help you secure a lasting legacy.

Retirement Planning & Income

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The Guetz Difference

Local Focus

From Vermillion Falls to the banks of the Mississippi, we understand the financial challenges that come with life in Hastings. Our personalized planning reflects the real cost of living and saving in this unique river town.

Personalized Planning

No two lives-or financial plans-are exactly alike. We take time to learn your priorities, your timeline, and what matters most to you. Then we build a strategy around those goals-not a product or preset model. You get clear guidance, flexible options, and a plan that fits your life.

Fiduciary Guidance

As independent advisors, we put your interests first-always. We don't push preset portfolios or products with strings attached. Instead, we offer straightforward advice, personalized strategies, and a planning process that puts your goals and your family's future at the center of every decision.

Client Portal Access

Our secure client portal gives you 24/7 access to your financial picture. You can track your progress, view all your accounts in one place, and stay in touch with your advisor between meetings—whether you’re at home or on the go.

Let's Talk

Whether you're planning your future or adjusting to retirement, we'd love to help. Reach out today to schedule a free, no-obligation meeting-online or in person.

Contact Us

Office Location:

 1447 Hay Creek Valley Road, Red Wing, Minnesota 55066, United States

We serve clients throughout Minnesota and welcome both in-office and virtual appointments.

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