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Retirement Planning

Investment Planning

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Retirement Planning

Investment Planning

Talk with us today
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Investing during retirement is fundamentally different — and most portfolios never adapt to that new reality. Our Hybrid Risk-Aware Investment Process works like adaptive cruise control, adjusting to changing conditions so you're never overexposed at the wrong time. Paired with our Retirement Income Guardrails, you get a complete navigation system for spending and investing with confidence.

COVERAGE TYPES
  • 401(k) plans
  • 403(b) plans
  • Profit-sharing
  • Non-qualified plans
  • Deferred compensation
  • Fringe benefits
  • Defined benefits
  • 401(k) plans
  • 403(b) plans
  • Profit-sharing
  • Non-qualified plans
  • Deferred compensation
  • Fringe benefits
  • Defined benefits
Expertise that adds up

Our specialty by the numbers

vehicles covered

500k

cars, bikes, scooters, vans, golf vehicles, motorcycles, and other products covered
years of experience

25

years in the products liability space, with a cumulative 15 years in the sharing economy and micromobility space
states

50

states covered, and on most continents with our international partners
our team

Your investment planning experts

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Spencer Rose

Spencer Rose

Financial Planner
Contact us
the industry’s best

Proud Member of MTA & NATDA

Christensen Group is a proud member of both the Minnesota Trucking Association and the North American Trailer Dealers Association.

Trusted by those we serve

What our clients say

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Christensen Group has been an exceptional employee benefits partner. Their knowledgeable, responsive team made renewal and Open Enrollment seamless, with a clear presentation and real-time support for employees. We received feedback that it was our best Open Enrollment yet. They truly feel like an extension of our team.

Hillary M.
CG Employee Benefits Client

Colin Vaughn and the Christensen Group team make insurance clear, simple, and stress-free. Their guidance is tailored to our needs, communication is prompt, and professionalism is consistent throughout. I highly recommend Colin to anyone looking for a knowledgeable advisor who genuinely cares.

Dennis A.
CG Employee Benefits Client

Christensen Group has been great to work with. My company switched over to them last year from another broker. We get much more attention to detail and a more tailored approach to our insurance needs. Eric Bloss and Max Wilber have always responded right away to any questions or concerns that I have. I would highly recommend them.

Nick G.
CG Employee Benefits Client

Ryan, Andrew, and Jennifer made our first health insurance Open Enrollment with Christensen Group a smooth experience. They were knowledgeable, responsive, and supportive of management and employees throughout. Communication was clear, and our employees were excited about the new options, resulting in strong participation.

M.M.
CG Employee Benefits Client

We made the switch to Christensen Group last year after being with the same company for several years and it's the best move we made. Colin and his team made the transition easy as we consolidated several policies into one. They are always a quick phone call or email away when we have questions or need to make changes.

Angela S.
CG Employee Benefits Client

Recently switched to Christensen Group Insurance and are very happy with the rates and client support. We would highly recommend checking them out.

Penny B.
CG Employee Benefits Client
How we work

Our investment planning approach

01

Discovery & Analysis

Many retirees are still invested for the chapter they've left behind. We'll help you view your strategy through the lens of retirement — shifting from growing wealth to spending it.

02

Thoughtful Construction

We build a portfolio that adapts to changing markets — protecting when trends turn negative, capturing growth when opportunities emerge. Every piece serves a purpose, all working together to fund your retirement.

03

Continuous Adaptation

We monitor your investments by the rules — no emotional reactions, no panic selling. Just disciplined responses to actual market trends. When conditions warrant changes, we act. When they don't, we hold steady.

04

Transparent Partnership

Monthly updates in plain English — no jargon, no 40-page reports. Just clear communication about what matters to your money. We believe the best outcomes happen when you understand and trust the process.

Partner with a broker who puts you first.

Protect your company’s assets, reputation, and growth with customized insurance solutions that fit your unique risks.

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

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