Christensen Group Insurance
Connect with us
(800) 923-4088
View Locations

By submitting this form, you acknowledge that a representative from Christensen Group Insurance will be contacting you.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Search
Client LoginOnline PaymentsFind An AgentSearch
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
Contact us
Trusted by those we serve

What our clients say

←
→

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

They helped us throughout our devastating fire experience. Since then, we’ve continued to appreciate the excellent customer service from Barb Borders.

Rose Ann B.
CG Personal Lines Client

Ashley Luoma and the Monticello team provide prompt, personal service. Before renewal, Ashley let us know about a rate increase, compared other providers, and confirmed our current plan was still the best fit. That proactive care is rare!

Sue M.
CG Personal Lines Client

Alyssa went above and beyond when I asked for advice on a friend’s claim. Even though I wasn’t involved in the claim, she steered me to the right people, and we got a favorable settlement for my friend.

John S.
CG Personal Lines Client

Jen and the Monticello personal lines team are personable, proactive, and focused on their clients’ needs. Having spent over 10 years in insurance, I know how important communication and client care are—and this team delivers. Highly recommend!

Eric M.
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 →
news, events & articles

Actionable insights from trusted advisors

Don't leave yourself exposed: Identify and fix your personal insurance gaps

October 15, 2026
Personal

Minnesota home insurance: Why your wind and hail deductible just doubled

October 6, 2026
Personal

Manage premiums and September is child passenger safety month

September 18, 2026
Personal

September preparedness: Update your home, auto, and life insurance for life changes

September 18, 2026
Personal
All blogs & events →
Services
Business InsurancePersonal InsuranceEmployee BenefitsRetirement Plans
Company
About UsOur TeamCareersNewsroom
Connect
ContactFind An AgentFind An OfficeJoin Our Newsletter
Quick Links
Online Payments →Privacy Policy →

9855 West 78th St, Suite 100
Eden Prairie, MN 55344
(800) 923-4088

© 2026 Christensen Group Insurance