Our Firm

May Financial Planning is committed to guiding our clients toward their financial goals through sound financial advice, high quality service and support from a wealth of resources. We have built our Circle Of Service to become your one-stop shop for nearly all of your financial needs. With this commitment, we strive to establish and maintain long-term client relationships built on integrity and trust. We believe in three pillars to success in this industry: Reputation, Relationships, and Resources.

Our clients benefit from the extensive knowledge, resources and technology of AdvisorNet Financial, Inc. Founded in 1959 and formerly known as Swenson Anderson Financial Group, AdvisorNet Financial is one of the largest broad-based financial services companies in the upper Midwest.

Because Dan and I know that we cannot specialize in every area of financial planning, we supplement our own skills with the in-depth understanding and knowledge of specific products available through AdvisorNet's various departments. Check out our Circle of Services by clicking on the “Our Services” tab on the home page to see what we mean. By taking advantage of the resources available to us, it allows us to spend more of our time on our most important task: helping you to identify your goals, implementing the most appropriate strategy, and determining your financial legacy.

The May Financial Team includes professionals that specialize in:

  • Investment Research
  • Fixed, Indexed, and Variable Annuities
  • Life Insurance / Disability Insurance / Long Term Care Insurance
  • Health Insurance – Group and Individual
  • Employee Benefit Planning and Employer-Sponsored Retirement Plans
  • Property and Casualty Insurance
  • Mortgages
  • Education Planning
  • Estate Planning

We also have access to the array of support and services offered through our Broker/Dealer, Cetera Advisor Networks LLC. Cetera Advisor Networks has been recognized as one of the largest independently managed securities dealers in the country. They provide access to some of the best investment research and insight available.