Sync Financial Planning LLC provides independent, conflict-free financial advice across investments, retirement, tax planning, insurance, and more — at fees significantly below the industry average.
Sync Financial Planning charges significantly less than the industry average. No commissions, no product sales, no hidden costs. You know exactly what you pay and exactly what you get.
Sync Financial Planning operates as a fee-only registered investment adviser — which means the only person paying us is you. There are no commissions on insurance products, no revenue sharing from mutual funds, no incentive to recommend anything other than what's right for your situation.
We take a comprehensive view of your financial life — not just your investment account. A retirement decision affects your taxes. A home purchase affects your insurance. Your business affects your estate plan. These things belong in one plan, managed by one advisor who knows all of it.
Sync Financial Planning LLC was founded to provide the people of rural Minnesota with the same quality of financial advice available in major metro areas — at a price that actually makes sense.
Jason brings an engineering background and a farming perspective to financial planning: systematic, detail-oriented, and grounded in practical reality. The focus is on building financial plans that work in the real world.
A free 30-minute consultation. No sales pitch. Just an honest conversation about your finances.