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Do you want to achieve Financial Freedom?


Individual Planning Metro Detroit Horizon Advisers

Financial & Estate Planning

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Retirement Metro Detroit Horizon Advisers

Business Retirement Plans

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CPA/Tax Consultants Metro Detroit Horizon Advisers

Tax Planning

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Asset Protection Metro Detroit Horizon Advisers

Insurance and Asset Protection

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Welcome to ProWealth Financial

ProWealth Financial believes that being financially responsible is one of the most important decisions people make throughout their lives. We believe with the right knowledge, clients can work towards:


Being in control of their finances

Having peace of mind

Having the ability to help protect their family from life events


Being debt free

Living within their means

Being good stewards of their finances

Donating money to church, charities, etc.


Accredited Investment Fiduciary AIF®


Registered Financial Consultant





Voya Chairman Circle 2016 & 2017





Million Dollar Round Table,Court of the Table  2016, 2017, 2018 & 2019


Helping Individuals, Families and Businesses get a clear picture of where they financially are today and where they want to be in the future.

Grant Fossum Photo

Grant Fossum

Principal AIF® RFC®
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Gfossum@prowealthfin.com


Grant Fossum , who has earned the Accredited Investment Fiduciary designation, has been in the financial services industry for 11 years. Grant is a licensed Principal that helps over 40 of his advisors with the tools and resources they need to optimize their own practices.  He is an Independent Financial Advisor with ProWealth Financial and an Investment Advisor Representative of Voya Financial Advisors. He believes that each family should have a financial plan that is tailored around their personal family values and goals. This can be done through ProWealth Financial Planning Process of helping clients determine goals, organize information and consolidate their financial lives.

Grant Fossum is honored to have been recognized as a member of the Million Dollar Round Table (MDRT)Top of the Table. This is the highest honor of recognition.  The Premier Association of Financial Professionals ®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. Achieving Court of the Table status places Grant Fossum among the top professionals in the global life insurance and financial services industry. Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards. It recognizes him for demonstrating exceptional professional knowledge, client service and ethical conduct. This membership provides him with exclusive access to Innovative Ideas from the best minds in the profession to generate Inspired Growth for his business and to help clients meet their financial goals.

Voya Financial Advisors, Inc. has honored Grant with the prestigious Chairman’s Circle recognition. This program is the highest level of recognition for Voya Financial Advisors and acknowledges the top three percent of all advisors and is determined by sales and production credits. Achieving Chairman’s Circle underscores Grant’s unwavering dedication to helping his clients better save and prepare for retirement. The Chairman’s Circle recognition is an opportunity for Voya to acknowledge the tremendous achievements of Grant who is helping his clients work toward achieving financial confidence and freedom every day.

Grant was a Strategic Partner for the CEO Round-table , which is made up of around 100 CEO's across the Twin Cities area. As a Strategic Partner he was looked to for education and strategic planning for their businesses helping the companies make informed decisions based upon their personal situation.

Personal

Grant lives in Maple Grove with his wife Britni and his 4 Children, Noah, Ezra, Roman and Amaya. He played college basketball at Northern Arizona and finished as a captain his senior year at Minnesota State Moorhead. He enjoys coaching youth basketball and a traveling AAU team.


Britni Fossum Photo

Britni Fossum

Executive Vice President
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britni@prowealthfin.com


Britni Fossum is ProWealth Financial's Senior Vice President, reporting to CEO Grant Fossum. Britni oversees the firm, creating the highest level of efficiency possible. With a Bachelors degree in Finance Britni has lead some of the largest companies with transitions and business process related to accounting. 

Prior to joining ProWealth Financial, Britni was able to secure multiple jobs at a variety of firms. With proficiency in Accounts payable, accounting and management.

Since joining ProWealth Financial, Britni's knowledge and insight into the stock market have continued to grow and expand.

In my free time, I enjoy spending time with my husband, children and family.

*Not registered with Voya Financial Advisors. 

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Jeffrey Filipek

Chief Compliance Officer
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JFilipek@ProWealthfin.com

AdvisorHelp@ProWealthFin.com

Professional Profile

Jeff Filipek provides practical and sensible solutions using a wide array of comprehensive tools to the many clients he serves.  Jeff began his career in 1988 with Prudential Insurance and quickly became a top producing agent in Life Insurance and Mutual Funds.  He later moved into the marketing of employer sponsored retirement plans before starting his own practice in 1996.

Along with the success of Jeff’s personal practice came increased responsibility from Voya Financial Advisors, Inc.  In 2005 he became a Registered Principal and is responsible for the supervision of many other registered representatives that also operate their own practices.  This responsibility has also provided exposure and increased knowledge of the multiple solutions to the various issues that clients face.

Personal

 

Jeff is an alumnus of Armstrong Senior High School in Plymouth Minnesota.  He also is an alumnus of North Hennepin Community College in Brooklyn Center Minnesota obtaining an Associate of Arts Degree. Jeff also is an alumnus of St. Cloud State University in St. Cloud Minnesota, obtaining a Bachelor of Arts degree in Economics.

 

Jeff is a former professional, college and high school soccer referee.  Jeff has served as the Vice President of the White Bear Soccer Club and also a youth soccer coach for the White Bear Soccer Club.  His leisure time is spent watching his daughter play soccer, playing golf, and fishing in Canada and practicing catch and release on White Bear Lake. Jeff is a proud husband to Anne and father of Meghan.

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Kelly Preese

Senior Officer
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kellyp@prowealthfin.com


Kelly has worked in client relations for many years, beginning as an account manager and then later transitioning to more project management-based work.

Every day, Kelly is the clients’ first point-of-contact for any issues, questions or concerns they may have. Oftentimes, we meet clients when they’re in a pretty vulnerable position. However, over time, our advice and guidance eases their fears and alleviates their frustrations, allowing them to genuinely enjoy the experience.

In her free time, you can find her traveling with her husband, Nick and her two children — Anthony & Olivia.

*Not registered with Voya Financial Advisors. 


Bryce Bockin Photo

Bryce Bockin

Director of Client Services
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Bryce Bockin joined ProWealth in 2019 as Director of Client Services, ensuring clients engagements are delivered with the highest level of quality and professionalism. Bryce is supported with the experience and resources of his local office so that he can build long lasting relationships.

Bryce is a graduate of Eden Prairie High School, where he first discovered his passion for investing through two mentorships.  He has a Bachelor of Arts degree in Economics from the University of Minnesota.  He was an intern with Voya Financial Advisors during the two years prior to his graduation.

Outside of work, Bryce in an aspiring soccer referee.  He is currently a State Referee and working toward becoming a National Referee, with the goal of refereeing in the MLS.  He is most proud of his younger sister, April, who played four years of soccer at the University of Minnesota and was named BIG10 Forward of the Year and an All American in 2018.

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Dusty Tendler

Life Insurance Consultant
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Dusty is Life Insurance Consultant at ProWealth Financial. With over 25 years of business consulting experience, Dusty believes that having health insurance protection is important for everyone.

Dusty is a licensed and trained insurance agent with experience working with individuals, families and small businesses. He works personally with you to identify your unique insurance needs and budget, and then offer you a variety of options that address those needs. There are pros and cons for every type of life insurance plan. Dusty can be a valuable resource to help you determine which policy type is best suited for you and your family’s needs.

During his free time Dusty enjoys cross-fit exercise, watching movies and spending time with his wife and two step-sons.

* Dusty Tendler is not affiliated with Voya Financial Advisors.


 

ProFiler Consulting Photo

ProFiler Consulting

Professional Tax Specialist
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At ProFiler Consulting, LLC we are not paid to just prepare a return, we are paid to achieve the greatest benefit. Our lifeblood is returning satisfied clients. We are a closely-held company with a high reputation.

Our Services Include:

  1. Income Tax
  2. Budgets
  3. Payroll
  4. Bookkeeping
  5. Quickbooks Training
  6. Creating a Legal Business
  7. Advantageous Tax Structures

https://www.profilerconsulting.com/

*Tax services provided by Profiler Consulting, an independent entity of Voya Financial Advisors.  Neither Voya Financial Advisors nor its representatives provide tax services.

Compliance Department Photo

Compliance Department

IT Team Photo

IT Team

Advisory Team Photo

Advisory Team

What to Expect 




1st Meeting Discussion

  • Discuss the high-level aspects of your financial situation.
  • Review important financial documents.
  • Create objectives based on your needs and goals.

2nd Meeting Discussion

  • Review our initial financial plan and recommendations.
  • Discuss timeline and necessary resources to achieve your goals.
  • Decide whether or not to move forward with the relationship.


During these meetings, we will:

1

Offer valuable advice.

Whether you decide to retain us or not, we’re committed financial professionals passionate about educating you on your financial situation.

2

Keep your best interests first.

Purely motivated by your own success, our recommendations are solely based upon your unique needs and goals.

3

Offer a second opinion.

Even if you have a trusted relationship currently, going through our holistic process allows you to see your situation from a different perspective. Another opinion can show you whether or not you are receiving maximum value.


Contact Us Today

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Financial Services


Financial Planning

Our Comprehensive Planning Services

Tax Planning Metro Detroit Horizon Advisers

Tax Strategies 


*Please note that neither Voya Financial Advisors nor any of its representatives provide legal or tax advice. For complete details, consult with your tax advisor or attorney.

Asset Management Metro Detroit Horizon Advisers

Asset Management


Estate Planning Metro Detroit Horizon Advisers

Estate Planning


Risk Management Metro Detroit Horizon Advisers

Risk Management


Income Planning Metro Detroit Horizon Advisers

Income Planning



Business Owners

Providing services that allow business owners to focus on their business. 

 

  • Financial Planning 

  • Investment Management

  • Succession Planning

  • Tax Planning Strategies

  • Retirement Plans


*Please note that neither Voya Financial Advisors nor any of its representatives provide legal or tax advice. For complete details, consult with your tax advisor or attorney.








Tax Planning

Tax services provided by Profiler Consulting, an independent entity. Voya Financial Advisors does not provide tax services. Profiler is not affiliated with Voya Financial Advisors.


We’ve partnered with Profiler Consulting's tax experts. Profiler Consulting has been serving Minnesota for 40+ years with expertise in business income tax, individual tax and bookkeeping. 


Their senior supervisors are made up of Enrolled Agents - The highest tax professional designation you can achieve.




A GOOD DEFENSE IS THE BEST OFFENSE!


Protecting and preserving your wealth is what we help our clients do by analyzing their different types of insurances.  Let ProWealth Financial help you and your family select the appropriate insurance coverage.


  • Wealth Transfer Strategies

  • Life Insurance

  • Legacy Planning

  • Insurance Analysis

  • Long Term Care Insurance

  • Liability Insurance Review

  • Disability Income Insurance


Resources for Advisors

Join ProWealth Financial

Let us help you build and sustain your legacy.

Our clients come first and our relationships with our advisers is always second.  As an Independent Financial Advisor you have freedom to decide how you want to build your business.  Our Network of Advisors gives you access to leading Professionals.  You will not find a better platform to help grow your practice. 

Contact us today for your transition package and payout options!


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Planning Ahead for your Future

Requires forward-thinking, objective advice. 

From buying a home to running a business, we can help you make the most out of every stage of your life with proactive guidance and insight into the most effective ways to maximize your wealth and help secure the futures of both you and your family for years to come.