Leif Briel

Leif Briel Leif Briel CFP®, CLU is a Wealth Management Advisor that specializes in business planning.

04/21/2023

So many people I talk to about legacy planning think of it as estate planning. But your legacy is much more that your assets. It’s multifaceted. And successful legacy planning takes experience and holistic thinking. Reach out and let’s make a plan for your legacy to live on.

For small business owners, long-term financial planning is critical for continued growth. Reach out today and I can help...
04/17/2023

For small business owners, long-term financial planning is critical for continued growth. Reach out today and I can help you build a financial plan that focuses on the future.

As you approach retirement, it’s important to be aware of these key age-based milestones that can greatly impact your fi...
04/12/2023

As you approach retirement, it’s important to be aware of these key age-based milestones that can greatly impact your financial security in retirement. I can help you plan for these milestones and maximize the opportunity each provides.

It’s important to know that these key retirement planning milestones exist so you can stay on top of important deadlines. By doing so, not only can you avoid potentially costly penalties, but you can also help maximize your overall financial position and cash flow as you enter retirement.

I get it. Thinking about long-term care isn’t fun. But planning for long-term care sooner could save you, and your loved...
03/14/2023

I get it. Thinking about long-term care isn’t fun. But planning for long-term care sooner could save you, and your loved ones, money and stress later. You can all feel good that your plan for care is taken care of. Reach out and let’s talk about the best plan for you.

Today marks 166 years of Northwestern Mutual! Happy Founders Day! On March 2, 1857, the Wisconsin Legislature passed a b...
03/02/2023

Today marks 166 years of Northwestern Mutual! Happy Founders Day!

On March 2, 1857, the Wisconsin Legislature passed a bill incorporating the Mutual Life Insurance Company of the State of Wisconsin. Founded in Janesville, WI, there had been no operating life insurance company west of the Allegheny Mountains. And no company anywhere quite like ours. Today, 166 years later, our name and location have changed, but we’ve continued to keep the promise to put our policyowners and clients first.

03/01/2023

It’s . The perfect time to celebrate the past generations of great women who paved the way for the inspiring women of today. From the doctors and artists to the do-it-all moms, here’s to all the women working to make the world a better place.

My team is growing and we’re excited for the opportunity to bring on additional talent! We are looking to add a full-tim...
02/24/2023

My team is growing and we’re excited for the opportunity to bring on additional talent! We are looking to add a full-time Operations Associate to join our team. The right fit is a self-starter who thrives in a fast-paced environment, is highly organized, and enjoys working on multiple client needs at once. Our financial practice provides comprehensive financial planning and expertise, centered around integrity and loyalty toward our clients, their families, their businesses, and their vision.

Know of anyone who is interested? Reach out to me to connect and learn more about this opportunity, and view our job description here: https://northwesternmutualmpls.bamboohr.com/jobs/view.php?id=264

Operations Associate - Hybrid Our financial practice provides comprehensive financial planning and expertise, centered around integrity and loyalty toward our clients, their families, their businesses, and their vision. Our integrity and relentless focus on putting the client first is why our client

Our Senior Portfolio Manager, Matt Stucky, joined Bloomberg Radio “Bloomberg Markets” today to discuss his outlook for T...
02/23/2023

Our Senior Portfolio Manager, Matt Stucky, joined Bloomberg Radio “Bloomberg Markets” today to discuss his outlook for The Fed, his expectations for a recession, and investing strategy:

Understand every aspect of the global economy – and know how to make your next move.

Great time with the Minnetonka office at our agency's 2022 Recognition Gala! It's always fun connecting with others acro...
02/20/2023

Great time with the Minnetonka office at our agency's 2022 Recognition Gala! It's always fun connecting with others across our offices and celebrating each other's success over the last year.

02/16/2023

How can you reach a new level of financial confidence? Watch and see how our unique approach to planning can show you the way. Then let’s talk.

It’s  , a great time to celebrate and honor those who came before us and acknowledge their accomplishments. It’s also an...
02/01/2023

It’s , a great time to celebrate and honor those who came before us and acknowledge their accomplishments. It’s also an excellent opportunity to look forward to what’s next. I’m here to help you reach your goals and leave a lasting legacy. Let’s do this.

Join me in congratulating Cole Billings on obtaining his Series 7 Investment License!Passing this exam will elevate Cole...
01/19/2023

Join me in congratulating Cole Billings on obtaining his Series 7 Investment License!

Passing this exam will elevate Cole's knowledge and specialization of a variety of investments and securities products. I'm excited to see what more you accomplish in your career on the team!

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Minnetonka, MN

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