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Providing You With the Expertise and Focus on Retirement Income Planning.

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The Retirement Asset Management Group

The Retirement Asset Management Group is a full service financial firm serving clients in Minnesota and surrounding states. With over 35 years of experience, and outstanding business partneships, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

We understand how important it is for you to be able to trust your advisor particularly in the wake of recent highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and look after your best interests.

That trusted advisor is at The Retirement Asset Management Group. We are experienced, responsive and understand your need for integrity and transparency.

Integrated Wealth Management to Help Connect the Dots.

Your Financial Life is Complicated. We'll Get You Organized & Focused.

Tom Stoltman Photo

Tom Stoltman

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Tom is a native Minnesotan, born and raised in Minneapolis, and a graduate of the University of Minnesota with a Bachelor of Science degree in Business. His career in the financial services business started in 1975.

Tom teaches better risk management with regard to market risk. He believes most people are being exposed to too much risk today.

His target market is Retirement Plans – both Qualified and Non-Qualified for businesses, and Retirement Income planning for baby boomers and those 65+.

He addresses helping people in the following areas:

  • Being more effective and efficient with their money.
  • Introducing them to three types of money we all deal with: Accumulated Money, Lifestyle Money, and Transferred Money (those monies leaving unnecessarily).
  • Navigating through the complex IRA rules that govern all retirement plan monies.
  • Providing Retirement Income for people that’s stable, dependable, and reliable, and not subject to the vagaries of the stock market.

He and his wife Mary have been married for 41 years, and have lived in Edina, MN for 40 years where they raised their family. Tom and Mary have two adult daughters, and four grandchildren who also live in suburban Minneapolis.

Email: stoltman@theramg.com

Mark Harris Photo

Mark Harris

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Mark lives in Eagan, MN. He was born and raised in Roseau, MN and graduated from the University of Minnesota with a Bachelor of Science degree in Business Administration. He is a member of one of Minnesota’s premier golfing families. Mark’s career in the financial services business began in 1989.

His professional focus is on helping people better understand how retirement income streams work, and in developing strategies that not only lower risk, but increase income, liquidity, and legacy throughout retirement.

In his spare time, Mark loves to hunt, fish, and golf. He has been married to Jan for 37 years, and they have 2 grown children, Joanna is 29 and Will is 27. They also have 2 grandchildren, Harrison and Ruben.

Email: mharris@theramg.com

Peter Thaldorf Photo

Peter Thaldorf

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Peter Thaldorf is a native Midwestern, born and raised in Western Wisconsin, and a graduate of the University of Wisconsin-Eau Claire with a degree in Business Administration. Peter is a financial professional serving individuals, families, and businesses for over 15 years.

His mission is to help individuals and families become financially set for life -- without taking unnecessary risk. Peter is an excellent communicator and strategist that results in plans that meet the goals of his clients. His partnership with Retirement Asset Management Group ensures that his clients have the best resources available to reach their objectives.

Peter and his wife, Darla, celebrated their 32st wedding anniversary in October, 2014. They have maintained their residence in Eagan, MN (suburban Minneapolis/St Paul) since 1987. They have three children Leah, Luke and Daniel. In his spare time, Peter enjoys watching most sporting events and playing golf when the time and weather permits.

Email: pthaldorf@theramg.com

The Retirement Asset Management Group’s mission is to take our clients from where they are today to where they want to be tomorrow. Our primary goal is all about providing you with the expertise and focus on Retirement Income Planning – Effective efficient strategies for both accumulation and distribution phases. It's what you deserve.

With so many investment and insurance products available today, it's important to work with a producer who has specific expertise in insurance and annuities and the strategies that provide you with peace of mind.

Financial Services

To develop a financial plan for your future, it's important for your advisor to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

At The Retirement Asset Management Group, we offer or can refer you to professionals providing the following services:

  • Retirement Planning
  • Wealth Accumulation
  • Asset Protection
  • Long Term Care
  • Estate Planning
  • IRA Legacy Planning
  • Trusts
  • Life Insurance
  • Probate
  • Charitable Giving
  • Income Planning
  • IRA & 401(k) Rollovers
  • Corporate Qualified Retirement Plans

Your advisor is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters.

Financial Planning

When can you afford to retire? How much can you spend each year without "drawing down" your savings? How do you manage your assets once you are retired? We can provide you with powerful, yet simple answers to these questions. We would be happy to create a financial plan uniquely for you - and we update plans as necessary, as goals and circumstances do change.

With advances in healthcare, your retirement may last longer than your career! So you need a steady stream of income that can last for decades, and a coordinated investment strategy to help you defer or reduce financial risks.

Since we are independent, we are able to recommend the best strategies to help you realize your retirement objectives, without any outside interference.

If you are like most people, you probably think that seriously planning for retirement sounds painful. But it doesn't have to be. At The Retirement Asset Management Group, we use our knowledge, experience and patience to simplify the process. Often, the hardest part is simply picking up the phone, and making an appointment. If you can do that, we can take you the rest of the way.

Getting Started is Easy

If you would like to learn more about The Retirement Asset Management Group, have any questions or you would like to get advice, please feel free to contact us today: