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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.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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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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