Financial Planning

It's never too soon to plan ahead. Careful planning is essential for both personal and business financial security. At Kolquist, Seitz & Goldman, we continuously monitor your business and analyze your future needs. We provide you with comprehensive planning, so you can make the correct decisions regarding your tax status. It's our goal to make sure you have the money you need exactly at the point when you need it. We call it the power of planning.

 Our services include:

  • Personal retirement planning
  • College fund planning
  • Estate, trusts, wills and gift tax planning
  • Business sales, acquisitions and start-up advice
  • Family business succession


We are proud to be helping our friends and neighbors achieve success. And we would like to help you.

Contact Us

Main Office
130 W Superior St, Suite 926
Duluth, MN 55802

(218) 727-8030