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Personal Insurance

Financial Planning

Talk with us today
Personal Insurance

Financial Planning

Talk with us today
Personal Insurance

Financial Planning

Talk with us today

Building a career, raising a family, and planning for the future can leave you with a lot of competing financial priorities. From managing cash flow and investing to saving for education and protecting your income, each decision is connected. Our team helps you bring those pieces together in a financial plan built around your life today and the goals ahead, with guidance that adapts as your circumstances change.

PLANNING SERVICES
  • Cash Flow & Budget Planning
  • Debt & Major Purchase Planning
  • Education & College Savings
  • Emergency Savings
  • Employee Benefits Review
  • Estate & Beneficiary Planning Coordination
  • Investment Planning
  • Life & Disability Insurance Review
  • Retirement Savings Strategies
  • Tax Planning Coordination
  • Cash Flow & Budget Planning
  • Debt & Major Purchase Planning
  • Education & College Savings
  • Emergency Savings
  • Employee Benefits Review
  • Estate & Beneficiary Planning Coordination
  • Investment Planning
  • Life & Disability Insurance Review
  • Retirement Savings Strategies
  • Tax Planning Coordination

Investment advisory services provided through Christensen Group Financial, LLC, a registered investment adviser with the SEC and a wholly owned subsidiary of Christensen Group Inc.

our team

Your financial planning team

Spencer Rose

Spencer Rose

Financial Planner
Meet the entire team
Trusted by those we serve

What our clients say

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Laura was wonderful to work with in marketing and placement of all of my personal insurance with new more competitive insurance companies. Laura made the process very easy to place all 5 of my personal insurance policies with 2 new companies.

Dennis B.
CG Personal Lines Client

Pat is experienced, patient, and kind whenever I call. For over 15 years, Christensen Group has been a trusted partner in navigating the complexities of personal insurance. It’s reassuring to have someone like Pat in my corner.

Alex L.
CG Personal Lines Client

Tayler and Maddy made finding home insurance smooth and stress-free. They clearly explained our options and helped us choose coverage that fits our needs and budget. Their knowledge, professionalism, and genuine care made the experience exceptional.

Sara O.
CG Personal Lines Client
How we work

A process built around your life

01

Discovery

We start with a conversation about your family, your priorities, and what you want your money to help you accomplish.

02

Your Full Picture

We review your income, spending, savings, investments, benefits, and obligations to understand how the pieces of your financial life fit together.

03

Your Financial Plan

Together, we build a plan that balances today's needs with education savings, major purchases, long-term investing, and other goals that matter to you.

04

Put Plans Into Action

We help you prioritize the next steps and revisit your plan as your career, family, and financial circumstances change.

Make room for what comes next.

Bring your financial priorities together with a plan built around your life, your family, and your goals.

Talk With Us Today →
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9855 West 78th St, Suite 100
Eden Prairie, MN 55344
(800) 923-4088

© 2026 Christensen Group Insurance