Your Local Financial Advisor in Prior Lake, MN

Retirement and investment planning designed for Prior Lake families, professionals, and lake-life retirees.

Financial Planning for Life in Prior Lake

Icon Financial proudly serves Prior Lake, Minnesota — from families near Lakefront Park to professionals commuting along Highway 13 and retirees enjoying life near Spring Lake or The Wilds Golf Club.

We understand that Prior Lake residents often balance strong earning years, family commitments, lake property ownership, and long-term retirement goals. Our role is to help you protect what you’ve built while positioning your investments for steady, thoughtful growth.



From our nearby Bloomington office — and with an expanding presence in the south metro — we meet Prior Lake clients in person or virtually for convenient, relationship-driven guidance.

Strategies That Fit Your Stage of Life

Pre-Retirees (50s–early 60s):
If you’re planning to retire in Prior Lake or stay active in the community, we help protect your savings and design a retirement income plan that fits your lifestyle.

Mid-Career Professionals (30s–50s):
Many Prior Lake professionals commute to Minneapolis or work remotely. We help you maximize employer plans, invest efficiently, and align your growth strategy with long-term goals.

Comprehensive Services for Prior Lake Residents

• Retirement Planning:
  Create sustainable income while accounting for Minnesota taxes, healthcare planning, and long-term expenses.
  
• Investment Management:
  Active oversight with a disciplined approach tailored to south metro investors.
  
• Structured Notes:
  A modern alternative to traditional bond allocations, designed to help manage downside risk while seeking growth.
• Registered Index-Linked Annuities (RILAs):
  Buffered growth solutions often used in retirement income planning
  

Why Choose ICON Financial in Bloomington?

• Fee-only fiduciary advice — no commissions or sales quotas
• 22 years of financial industry experience
• Six-time Twin Cities Five Star Wealth Manager recognition
• Boutique-level service and long-term relationships
• Flexible meetings convenient to Prior Lake, Savage, and Burnsville

We combine Twin Cities expertise with local accessibility — delivering thoughtful financial guidance that reflects the values and lifestyle of the Prior Lake community.