The Greater Minneapolis St. Paul Alliance is an organization of highly competent and trustworthy individuals who specialize in providing professional services for seniors and their families.
The Alliance goal is superior and wide-ranging service delivery, providing each senior with a source of trusted solutions to the broadest possible variety of issues seniors must deal with as they age.
The power of the Greater Minneapolis St. Paul Alliance is derived from a simple concept; we listen to senior concerns, search for solutions and solve virtually any problem the senior may have by making use of the vast resources and skills possessed by Alliance members.
Life, Long Term Care & Life Products
CATHERINE MANNING, CLTC, CSA, OWNER, INSURANCE FOR LONGEVITY
As an independent insurance agent with Insurance for Longevity, my mission is to educate, so that you can make informed decisions about financial issues affecting quality of life in retirement. Most importantly protecting assets that you’ve worked a lifetime to accumulate – from downturns in the market, the double taxation on Social Security income and the devastation that can be caused when the need for long-term care arises due to accident or illness. With a background of over fifteen years in financial services as an accountant and IRS enrolled agent, working with corporations, small businesses and non profit organizations, I offer a unique perspective in helping my clients with custom designed insurance products to provide a safety net for retirement years.As a trained facilitator for Ethical Wills, I do presentations for client and community groups on “Ethical Wills, Putting Your Values on Paper.” My passion is lifelong learning, especially about all aspects of senior issues and successful aging.
As a Certified Senior Advisor I give back to the community by volunteering on the board of directors of ElderCare Rights Alliance in Bloomington, MN. ECRA’s website is a great resource for seniors and their families: www.eldercarerights.org.
Phone: 952-938-7627
Email: cathy@insuranceforlongevity.com
Website: www.insuranceforlongevity.com
Accounting & Tax Services
TOM DOTZENROD, CPA, CFP, DOTZENROD, INC.
Phone: 952-926-1911
Email: tom@dotzenrodinc.com
Elder Law Attorney
WILLIAM BROWN, ESQUIRE, W.L. BROWN LAW OFFICE
William brings a comprehensive understanding of family dynamics to his legal practice. He owned and operated a health care company before embarking on his elder care practice. The firm focuses on medical assistance planning, estate planning, probate, guardianships and conservatorships and vulnerable adult counseling and defense. William was a St. Paul City Attorney and prosecuted crimes against vulnerable adults which lead him to continue being a legal advocate for seniors and those with disabilities as an elder law attorney. William lectures at health care facilities in the Twin Cities on medical assistance and legislative updates on the Vulnerable Adult Act.
Phone: 612-309-9184
Email: wlb@wl-brownlaw.com
Website: www.wl-brownlaw.com
Financial Advisor
DR. RAPHAEL E. (RAY) QUINN, CERTIFIED SENIOR ADVISOR
Ray Quinn is a Chartered Financial Consultant (ChFC) a Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU) and Certified Identity Theft Risk Management Specialist (CITRMS). He has been a financial advisor and securities broker for 25 years. He specializes in business succession planning and retirement plans. He offers his clients safe investments and personal planning.
As a Series 7 Securities Broker* Ray offers a variety of investments for his clients including but not limited to:
- Life and Disability Insurance,
- Fixed, Variable and Indexed Annuities; Financial Planning, Health Savings Accounts, Mutual Funds, Stocks, Bonds, Real Estate Investment Trusts (REITs),
- Retirement plans including: 401Ks; Solo 401kKs
- Simple, Roth and Traditional IRAs plus rollovers from each and
- College funding options (your Living Legacy)
- For Identity Theft Shield and PrePaid Legal Services: Link to websitehttp://www.prepaidlegal.com/hub/rayquinn
*Securities offered through Madison Ave Securities, Inc, Member FINRA & SIPC
As a Distinguished Toastmaster, Ray conducts many seminars to service groups such as Lions, Optimists, and Kiwanis as well as programs for church groups. He is certified presenter for Dr. Barry Baines program on Ethical Wills and enjoys helping people preserve, organize, share and enjoy their personal legacies.
Phone: (612) 926-3863
Email: rayquinn@isd.com
Reverse Mortgage Specialist
STEPHEN L. GARVER, CSA, SENIOR REVERSE MORTGAGE SPECIALIST, 1ST REVERSE MORTGAGE USA.
As a member of the 1st Reverse Mortgage team, I bring a diverse residential origination background spanning over 25 years. That combined with my involvement with seniors, not only in the work place but also in my personal involvement with our family and friends at home, church, including past care giving for my 92 year old mother, as a certified senior advisor continuing to study health, financial, and social issues confronting seniors, and as an elder advocate, has helped mold a perception of aging that greatly enables me to serve my fellow brother and sister seniors.
Cell Phone: 612-636-9578
Website: www.1strmusa.com
Email: sgarver@1strmusa.com
Retirement Planning
NANCY NONINI, RETIREMENT EDUCATION PLUS
Nancy is passionate about empowering retirees/pre-retirees to make the best possible choices for their retirement plans. Even though she specializes in Medicare information, Nancy has established relationships with professionals in the areas of Social Security, estate planning, long-term care, financial planning, etc. to bring accurate, objective information to her retirement education seminars.
Email: nancy.nonini@replusmn.com
Website: www.replusmn.com
Phone: (612) 751-4193
Real Estate
Anne Saatela, Keller Williams Integrity Realty
Who Do We Help?
Seniors who want to downsize
People whose parents have passed away
Seniors who can no longer stay in their home
Services We Provide At No Charge
Current Market Analysis
Develop a Game Plan
Arrange Content Removal from the Home
Obtain Estimates for Improvements/Repairs
Coordinate Inspections and Cleaning
How We Get The Home Sold
Previewing the Competition
Door Knocking with Open House Invitations
Listing on Hundreds of Websites
Cold Calling
Text Riders
Anne Saatela
Keller Williams Integrity Realty
952.454.7350
www.SaatelaHomes.com