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You’d like to have enough wealth
so you can live a life with no regrets–
the life you’ve always dreamed about.
And yet, you know how overwhelming and confusing it can be. Which solutions are the right ones for you and your dreams? How can you be sure you’ll be in the right position for life’s changes?
Let’s plan for it. Because so much is possible with a strategic, consistently implemented plan, we’ve created a proprietary method called The Smart Decision ProcessTM. This method ensures nothing is overlooked while creating a dynamic model for making smart decisions based on your most important objectives. Simply put, it allows for flexibility and diligence in achieving your goals throughout the planned and unexpected developments in your life.
Additionally, you’d like the kind of financial advisor whose integrity and character would be good enough for their own mother. As a comprehensive fee-only financial planning and fiduciary firm, we do not have ties to other financial institutions, and you pay us no commissions. We’ve found this to be the perfect way to act in your best interests.
We’re here for the long-term with you. Ultimately, to be there to see you living that life of your dreams.
We’re planning your success.
Rick Epple, CFP®, your NAPFA-Registered Financial Advisor in the Minneapolis/St. Paul, MN metro area
History
Established in 2002.
Our Firm: Rick Epple is the founder and president of Aurochs Financial Group (AFG), a Comprehensive Fee-Only financial planning and fiduciary firm headquartered in Wayzata, MN.
Meet the Business Owner
Rick E.
Business Owner
Rick is the founder and president of Aurochs Financial Group, a comprehensive fee-only financial planning and fiduciary firm with offices in Wayzata, MN and Austin, TX and serve clients nationally. He aims to help clients live the life they choose through the accumulation and conservation of their financial resources.
Having his client’s best interests at heart, Rick enjoys long-term relationships with his clients, ultimately to be there and see them achieve their most important objectives in line with their most important values. Based on a desire to provide the most thorough goal-oriented planning, Rick developed a proprietary system called The SMART Decision Process™. This investigative and planning tool allows for flexibility and diligence in achieving objectives throughout future life changes.
«One of the most important things I can do is to help families put a plan in place that is in line with their most important values.»