paul miller - Business by Design

paul miller - Business by Design

2 0 1 0 F I V E S TA R W E A LT H M A N AG E R S PAUL MILLER Providing Simple, Effective, Proven Tax and Business Planning Solutions for Small Busi...

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2 0 1 0 F I V E S TA R

W E A LT H M A N AG E R S

PAUL MILLER

Providing Simple, Effective, Proven Tax and Business Planning Solutions for Small Business Entrepreneurs • Business By Design currently serves more than 600 small business client relationships • Result driven, customized tools for our niche market of small business entrepreneurs • Value, experience and knowledge of what it takes to run a small business Areas of Focus: Business Coaching, Tax Planning, Tax Preparation, Business Transition, Self-Directed IRA Coaching, Real Estate Investment Tax Planning. Special emphasis is given to business entity structuring and asset protection strategies

F

or more than 15 years, Paul Miller has been helping entrepreneurs implement effective tax and business planning tools. When Paul became self-employed in 1993, not much existed in tax planning beyond “traditional accounting” relationships. Paul realized he and other business owners were looking for something more. That is when the business model of Business By Design began to take shape. Paul developed a firm providing business coaching and tax planning for small businesses using the same tax planning strategies larger companies use.

Today Paul’s firm, Business By Design, uses a unique “team” approach to assist its clients with all their tax planning and accounting needs. Paul utilizes the skills of a highly trained, diverse staff to provide a high level of resultoriented services to clients. His firm consists of accountants, CPA’s, enrolled agents, para-legal, administrative staff, paired with his own entrepreneurial expertise. Business by Design’s current client relationships range from real estate agents, trade contractors, builders, consultants, retail store owners, to the self-employed individual.

Business By Design, Inc. 4918 Lincoln Drive • Edina, MN 55436 Office: (952) 392-1200 [email protected] • www.biz-by-design.com

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M I N N E A P O L I S - S T. PAU L M A G A Z I N E S P E C I A L A D V E R T I S I N G S E C T I O N

Meet your Twin Cities 2010 FIVE STAR Wealth Managers. We surveyed consumers, financial service professionals and Minneapolis-St. Paul Magazine and Twin Cities Business subscribers to find wealth managers in the Twin Cities area who scored highest in overall client satisfaction. Here they are.

W

ell over half of the consumer responses INTHE4WIN#ITIESAREAINDICATEDIT is difficult to find a wealth manager they trust and rely on. 7EALTHMANAGERS broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers are financial advisors, life insurance agents, accountants, tax advisors, attorneys, etc. 7ITHMORETHAN WEALTHMANAGERS INTHE4WIN#ITIESAREA HOWDOYOUFIND someone who listens to you, represents your interests and operates with an emphasis on integrity and service? Minneapolis-St. Paul Magazine and Twin Cities Business can help. &ORTHETHIRDYEAR THEMAGAZINEHASFORMEDA PARTNERSHIPWITH#RESCENDO"USINESS3ERVICES an independent research firm, to find out which wealth managers successfully satisfied KEYCLIENTSATISFACTIONCRITERIAANDSCOREDTHE highest in overall client satisfaction.

surveys had arrived and Crescendo began carefully scoring each wealth manager. Both positive and negative evaluations were included in the scoring. Only wealth managers with five years of experience in the financial services industry were considered. Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and CUSTOMERCOMPLAINTSASREPORTEDBY&).2! THE&INANCIAL)NDUSTRY2EGULATORY!UTHORITY and other regulatory agencies. 4HEN BEFOREFINALIZINGTHELIST WEALTH MANAGERSWEREREVIEWEDBYABLUE RIBBON PANEL4HEBLUE RIBBONPANELWASCOMPRISEDOF individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

The Selection Process )N-AY #RESCENDOSURVEYED BYMAILAND PHONE  HIGH NET WORTHRESIDENTS INTHE4WIN#ITIESAREAANDSUBSCRIBERSOF Minneapolis-St. Paul Magazine and Twin Cities Business!NADDITIONAL SURVEYSWERESENT to financial services industry professionals. /NTHESURVEYS RECIPIENTSWEREASKED to evaluate only wealth managers whom THEYKNEWTHROUGHPERSONALEXPERIENCE AND to evaluate them based upon nine criteria: CUSTOMERSERVICE INTEGRITY KNOWLEDGE expertise, communication, value for fee CHARGED MEETINGOFFINANCIALOBJECTIVES POST sale service, quality of recommendations and overall satisfaction. Only original surveys — no copies — returned in their specially designed envelopes WEREACCEPTEDASVALID"Y*UNE STACKSOF

An Elite Award 4HERESULTINGLISTOF&)6%34!27EALTH -ANAGERSISANELITEGROUP REPRESENTINGLESS than 6 percent of the wealth managers in the 4WIN#ITIESAREA/NLYOFTHETOP SCORING WEALTHMANAGERSMADETHISYEARSLIST&ORA MOREUSER FRIENDLYLISTING WEALTHMANAGERS have been grouped based upon their primary FINANCIALSERVICE%ACHWEALTHMANAGERHASALSO listed up to three additional financial services that they provide their clients. Although this list will certainly be a useful TOOLFORANYONELOOKINGFORHELPINMANAGING their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many other excellent wealth managers who, for one reason or another, are not on this year’s list.

R E S E A R C H D E C L A R AT I O N S : As with any research or recognition program, it is important that we provide you the following declarations: sThe 2010 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Wealth Managers.



#ONSUMER3URVEY 1UANTITATIVE-ARKET)NTELLIGENCE

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M I N N E A P O L I S - S T. PAU L M A G A Z I N E S P E C I A L A D V E R T I S I N G S E C T I O N

s4HEOVERALLEVALUATIONSCOREOFAWEALTHMANAGER reflects an average of all respondents and may not be representative of any one client’s evaluation. s4HE&)6%34!2!WARDISNOTINDICATIVEOFTHEWEALTH managers’ future performance. s7EALTHMANAGERSMAYORMAYNOTUSEDISCRETIONIN their practice and therefore may not manage their clients' assets. s4HEINCLUSIONOFAWEALTHMANAGERONTHE&)6%34!2 7EALTH-ANAGERLISTSHOULDNOTBECONSTRUEDASAN endorsement of the wealth manager by Crescendo "USINESS3ERVICESOR Minneapolis-St. Paul Magazine and Twin Cities Business. s7ORKINGWITHA&)6%34!27EALTH-ANAGERORANY wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future. s4HERESEARCHPROCESSFORTHE&)6%34!27EALTH -ANAGER0ROGRAM MANAGEDBY1UANTITATIVE -ARKET )NTELLIGENCE 1-) INCORPORATES A statistically valid sample in order to identify the WEALTHMANAGERSINTHELOCALMARKETTHATSCORE HIGHESTINOVERALLCLIENTSATISFACTION1-)DOESNOT include wealth managers on the list unless their score is statistically valid. At least fifty percent of the WEALTHMANAGERSINTHEMARKETHAVEASTATISTICALLY valid score. s&ORMOREINFORMATIONONTHE&)6%34!2!WARDAND the research/selection methodolog y, go to: fivestarprofessional.com/wmresearch.

2 0 1 0 F I V E S TA R

W E A LT H M A N AG E R S

I N D E X O F W E A LT H M A N A G E R S List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: AC=Accounting; BK=Banking; BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; LC=Long-term Care; TS=Trust Services; TX=Taxation; WP=Will Preparation ACCOUNT

ACCOUNTING Sherry Heffernan Sherry D. Heffernan TX Robert Minkema Robert L. Minkema TX

BANKING Thomas Jones Community Resource Bank

BUSINESS PLANNING George Klima Foster Klima & Company FP, IN, IV Paul Miller Business By Design TX Joseph Nilan Gregerson Rosow Johnson & Nilan EP, WP

Robert Riggs Riggs & Associates AC, EP, TX Jeffrey Rothmeyer Round Bank AC, IN, IV Kyle Schiffler Canopy Financial Group FP, IN, IV Ronald Ulbrich Mahoney Ulbrich Christiansen Russ EP, TX

ESTATE PLANNING Stuart Bear Chestnut Cambronne BP, TX, WP Steve A. Brand Robins Kaplan Miller & Ciresi TS, WP Paul D. Brown Chandler and Brown BP, CG, WP Tom Carlson Lindquist & Vennum FP, TX Robert Chandler Chandler and Brown BP, CG, WP

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ESTATE PLANNING

Earl Cohen Mansfield Tanick & Cohen BP, CG, WP Timothy Davis Hellmuth & Johnson BP, CG, WP Craig Erickson Erickson & Associates BP, CG, TS L. Sue Erickson Erickson & Associates BP, CG, TS Heather Harden Inrelex Law Group BP, WP Larry Henneman Gray Plant Mooty BP, TX, WP

Nicholas Houle LarsonAllen Financial BP, FP, TX

ESTATE PLANNING

FINANCIAL PLANNING

Dennis Patrick Thomsen & Nybeck BP, TX, WP Ferdinand Peters Ferdinand Peters Law Offices BP, FP, WP

Kristi Andersen Kristi L. Andersen Financial Partners IN, IV, LC

Stanley M. Rein Dorsey & Whitney TX, TS, WP

Dana Anderson United Planner’s Financial EP, IV, TS

Randall Sayers Hansen Dordell Bradt Odlaug & Bradt TX, TS, WP

Eric Anderson RBC Wealth Management IN, IV

Dave Senger Moss & Barnett BP Roy Sjoberg Sjoberg & Tebelius BP, TX, TS

Chuck Anderson Focus Financial EP, IN, IV

Richard Anderson Investors Financial Group EP, IN, IV Jeffrey Angel Ameriprise Financial CG, EP, IV Todd Arens UBS Financial Services CG, EP, IV David Arndt U.S. Bancorp Investments EP, IN, IV Rob Arnoldy Ameriprise Financial IN, IV

Scott Husaby Krass Monroe BP, CG, TX

Larry Stevens Larry B. Stevens & Associates BP, TS, WP

Michael Kallas Kallas & Associates BP, WP

Mark Tebelius Sjoberg & Tebelius BP, TX, TS

Kevin Lanigan Carlson Estate Planning BP, LC, WP

Rick Vasterling Counsel Financial CG, FP, IV

Jan Larson Johnson Larson Peterson & Matt WP

Jeffrey Vest Vest & Johnson BP, WP

Zurich Awes Zurich Awes Financial Management BP, IN, IV

FINANCIAL PLANNING

Denis Bakke UBS Financial Services EP, IN, IV

Susan Link Maslon Edelman Borman & Brand CG, TS, WP Sandra Martin Winthrop Weinstine BP, TX, TS Tara Mattessich Moore, Costello & Hart BP, CG, WP Gary Mc Dowell Lindquist & Vennum BP, TS, WP

David Ness Bernick Lifson & Associates BP, CG, WP Thomas R. O’Connell Collins Buckley Sauntry & Haugh WP

Amy Aadalen Morgan Stanley Smith Barney EP, IN, IV Mary Adamski RBC Capital Markets Corporation CG, EP, IV Laurence Altman Fortune Financial EP, IN, IV Eugene Altstatt Altstatt Financial Strategies EP, IN, IV Matthew Anderle Mid American Financial Group BP, IN, IV

Katri Balfanz KB Financial EP, IN, IV Robert Barghini Oak Ridge Financial EP, IN, IV Mary J. Barker Ameriprise Financial EP, IN, IV Phillip Barnhill The Advocate Group EP, IV, TX Troy Barta Endura Financial Investment Services IN, IV, LC Daniel Bartel Ameriprise Financial BP, IV

M I N N E A P O L I S - S T. PAU L M A G A Z I N E S P E C I A L A D V E R T I S I N G S E C T I O N

FINANCIAL PLANNING

James Bates JamesBates IN, IV, TX David Beise Thrivent Financial for Lutherans IN, IV, LC Nick Beissel Wealth Enhancement Group EP, IV, TX David W. Beissler Focus Financial EP, IV, TX Jonathan Benge Preferred Resource Group CG, IN, IV Angus Bennett Bennett, Mastin & Kosmak EP, IN, IV

Mary Bennett UBS Financial Services BP, EP, IV Janet Benway Ameriprise Financial EP, IV, TX Larry Berger Berger Financial Group BP, IV, TX Mark Berger Berger Financial Group BP, IV, TX Steve Berger Advanced Advisor Group EP, IV

Grant Beyl Thrivent Financial for Lutherans CG, EP, IV William J. Bezdichek Ameriprise Financial EP, IV, LC Travis Bezella Financial Freedom EP, IV, TX Richard Bjorklund Principal Financial Group BP, EP, IN

Lucas Blesener Edward Jones EP, IN, IV Susan Lee Blount UBS Financial Services BP, EP, IV