Business Services

Work Optional

Plymouth, MN Financial Services
(952) 475-7000
(952) 475-7000
3360B Annapolis Ln N, Plymouth, MN 55447

3360B Annapolis Ln N, Plymouth, MN 55447

About the Business

Work Optional is a fee-only financial services firm, dedicated to helping clients make informed decisions. We take the time to understand our client's values and design a unique strategy that fits their needs. Our comprehensive services include retirement planning, tax strategies, trust and estate strategies, and more. We specialize in working with retirees or near-retirees, business owners, executives, and physicians. Our team of experts are committed to providing high quality service and creating tailored solutions.

Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

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Publisher Info

  • Work Optional was founded as an independent fee-only financial management firm with a strong emphasis on planning. We continue to enjoy working with our many long term clients who have realized the benefits of our services.
  • (952) 475-7000
  • 3360B Annapolis Ln N, Plymouth, MN 55447
  • Visit Website

Opening Time

  • Mon
    8:00 AM - 4:00 PM
  • Tue
    8:00 AM - 4:00 PM
  • Wed
    8:00 AM - 4:00 PM
  • Thu
    8:00 AM - 4:00 PM
  • Fri
    8:00 AM - 4:00 PM
  • Sat
    Closed
  • Sun
    Closed
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