AIS Planning

AIS Planning is a Financial Planner in St. Cloud, MN. The firm provides wealth management and retirement plan services to individuals, families, and businesses. Clients can reach the office by calling 320-252-6552 or 877-252-6552, or by fax at 320-252-6534. The firm holds a 5.00 rating based on customer reviews.

The team acts as fiduciaries, including serving as an ERISA section 3(21) Fiduciary to share responsibility for investment selection and monitoring. Retirement plan services include fiduciary reviews, custom plan design based on employee demographics, and compliance support for ERISA, the Department of Labor, and the Internal Revenue Service. The firm assists with record keeper and third party administrator selection to streamline management. Employee services include financial wellness coaching, one-on-one consultations, and education on investments and savings strategies. Wealth management offerings include retirement planning, estate planning, investment planning, and asset allocation. For estate planning, the firm works with estate planning attorneys to review situations and assist in drafting documents. The firm has over 50 years of combined financial service experience.

Cathy Juilfs, CFP®, AIFA®, CEBS, serves as President and Managing Director. She joined the firm in 1999, earned her CEBS designation in 2004, and her CFP® designation in 2005. She leads the 401(k)/Group Retirement Plan Division. Jason Hallonquist, CFP®, is the Senior Advisor and Visionary. He joined in June 2001 and earned his CFP® designation in 2003. Nathan Goebel, CFP®, and Chris Duke, CFP®, serve as Advisors. Sydney Meyer is a Senior Associate Advisor. Sarah Noble, PPC®, is an Advisor.

Client service staff include Tami Mayers, Senior Client Service Associate; Teresa Bawden, Senior Client Service Associate; Sommer Oslund, Client Service Associate; Lauryn Bannach, Client Experience and Office Administrator; Sara Draxler-Gainsforth, Operations Manager; and Janet DeZurik, Finance.

AIS Planning provides fiduciary-focused financial planning and retirement services to the St. Cloud community.

AIS Planning is located on Roosevelt Road Suite in St. Cloud, MN, situated about a tenth of a mile from 2nd Street South and a fifth of a mile from Carlin Park.

BizScoreAI awarded the business a technical score of 100 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The firm achieved a discoverability score of 83 out of 100.

Services:

• Client Login for Services
• Events and Webcasts
• Financial Wellness Calculators
• Retirement Plan Services
• Wealth Management