Contact Us
Headquarters - Plymouth
3300 Fernbrook Lane North
Suite 210
Plymouth, MN 55447
Phone: (763) 541-8400
Fax: (763) 541-8404
Mon-Thu: 8:30 AM - 4:30 PM
Fri: 8:30 AM - 3:00 PM
White Bear Office
4519 Allendale Drive
White Bear Lake, MN 55127
Phone: (763) 541-8400
Mon-Thurs 8:30 AM-5 PM
Fri 8:30 AM-3 PM
Summer Hours:
Mon-Thurs 8:30 AM-5 PM
closed on Fridays
The CFP® Advantage with a Tax-Smart Focus
Our CFP® professionals bring unparalleled knowledge to your financial planning, helping ensure that every recommendation is informed, ethical, and customized to your needs. What sets TruPlan apart is our collaborative approach: we work closely with tax professionals to create holistic strategies that align your wealth management with effective tax planning—offering you a seamless and elevated experience.
About Us
Our credentialed financial professionals and integrated full-service financial solutions are here to help you on your journey to financial independence.
Our Team
TruPlan is a team of credentialed financial professionals who are passionate about helping our clients work toward their financial goals.
Who We Work With
We work with individuals, families, business owners, pre-retirees, retirees, and highly compensated individuals to create personalized financial solutions.