Investment Management
"You cannot push anyone up the ladder unless he is willing to climb a little.”
- Andrew Carnegie
Retirement Planning
“The goal of retirement is to live off your assets-not on them”
- Frank Eberhart
Insurance Made Easy
“Fun is like life insurance; the older you get, the more it costs.”
- “Kin” Hubbard
One Size Does Not Fit All
We invite you to discover and experience the depth of our services.
HOW WE DO BUSINESS
Our experienced professionals have helped many people, just like you, pursue their financial objectives.
WHAT WE CAN OFFER YOU
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
OUR PROFESSIONALS
Our team approach offers a range of services to provide more benefits to our clients.
WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU?
Financial Guidance That Puts You First
There is no one-size-fits-all approach to investing, retirement, or wealth management. Every person has their own definition of financial independence, and every financial strategy should reflect that.
At Tonka Financial Services in Minnetonka, Minnesota, we work closely with you to simplify financial decisions, explain your options clearly, and help you move forward with purpose. Our goal is to provide thoughtful guidance and straightforward advice that helps you feel more confident about where you are today—and where you want to go tomorrow.
ARE YOU RETIREMENT READY?
Retirement Planning in Minnetonka, MN
Build a Clear Path to Retirement Confidence
Planning for retirement doesn’t have to feel overwhelming. With the right strategy, you can move forward with clarity and confidence—no matter if retirement is 5 or 15 years away.
At Tonka Financial Services, we help individuals and families in Minnetonka and the Twin Cities create personalized retirement plans aligned with their goals, lifestyle, and future income needs.
Personalized Retirement Strategies That Fit Your Life
We simplify complex decisions and help you build a plan designed to evolve with you.
-Retirement income planning
-Investment alignment & risk management
-Tax-aware strategies
-Healthcare & long-term care planning
-Ongoing guidance as life changes
HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Tonka Financial Services, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.