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3M Benefits Specialists 

Landmark Wealth understands 3M and 3M benefits:

  • Most of our Twin Cities clients are from 3M or have a 3M connection
  • We’ve been working with 3M pre-retirees and retirees since 1984
  • We’ve presented hundreds of workshops to 3M pre-retirees and retirees
  • We have an extensive and in-depth working knowledge of 3M benefits
We offer our 3M clients:

We offer our 3M clients:

  • Assistance with identifying your values and goals
  • Periodic financial reviews
  • An outstanding client service experience and long-term relationship
  • A team approach to managing your wealth
  • “Economic and Investment Update” events with industry specialists throughout the year
  • Acting as a fiduciary as established by the SEC when providing financial planning services to you
  • Working relationships with qualified legal and tax professionals
  • Periodic email updates on relevant and timely economic issues

3M Educational Videos

Watch our 3M educational videos below, we are updating the page frequently with new videos on topics relevant to wealth management and 3M. To watch the entire collection of videos, head over to our Youtube channel.

Resources

If you are interested in receiving informational White Papers on the topics listed below, please contact barbarabreheim@landmarkwealth.com

  • Non qualified stock options
  • 3M 401k
  • 3M Pension options
  • Net Unrealized Appreciation (NUA)
  • Health Reimbursement Account (HRA) and Retiree Medical Savings Account (RMSA)
  • In-service withdrawal
  • 3M Roadmap
  • Restricted Stock Units