Guiding 3M clients before and during retirement.

Landmark Wealth Management Group (Twin Cities Office) understands 3M and 3M benefits:

  • Most of our clients are from 3M or have a 3M connection.
  • We’ve been working with 3M pre-retirees and retirees since 1984.
  • We’ve presented hundreds of workshops to 3M pre-retirees and retirees.
  • We have an extensive and in-depth working knowledge of 3M benefits.

We offer our 3M clients:

Assistance with identifying your values and goals.

A team approach to managing your wealth.

Working relationships with qualified legal and tax professionals.

Periodic financial reviews.

“Economic and Investment Update” events with industry specialists throughout the year.

Periodic email updates on relevant and timely economic issues.

An outstanding client service experience and long-term relationship.

Acting as a fiduciary as established by the SEC when providing financial planning services to you.

Resources

If you are interested in receiving informational White Papers on the topics listed below, please contact barbarabreheim@landmarkwealth.com

  • Non qualified stock options
  • 3M 401k
  • 3M Pension options
  • Net Unrealized Appreciation (NUA)
  • Health Reimbursement Account (HRA) and Retiree Medical Savings Account (RMSA)
  • In-service withdrawal
  • 3M Roadmap
  • Restricted Stock Units

Upcoming Events