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5032 South Bur Oak Place, Suite 111, Sioux Falls, SD 57108

(605) 271-9233
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Working With Us

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Cost of Procrastination

Mark Twain famously quipped, “Never put off until tomorrow what you can do the day after tomorrow,”

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Mary Mastick

Mary Mastick

President/Financial Advisor

marym@wealthplanningsg.com

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Allison Bakke

Allison Bakke

LPL Financial Advisor

allisonb@wealthplanningsg.com

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It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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