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OUR CORE VALUES

When I started All Star Financial, my goal was to provide an unprecedented service to anyone who was in need of financial advice. As one of the first fee-only wealth management firms in Minnesota, we have always been proud of the fact that we bring unbiased advice to the table with a passionate, holistic view.

Today, with the team we have and the foundation we have built, I have never been more excited about how this firm can help our clients. My vision is that All Star Financial will last generations beyond me or even some of you. However, it is my goal that the values this firm was built on will never change. We live our values and they must be unwavering in each of us and in our actions every day. To ensure this consistency of approach, these 5 core values will continue to be the mantra of our firm.

ROBERT KLEFSAAS
CEO, Senior Wealth Manager – CFP®, AIF®, CFDA®

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WE CARE

Our greatest strength is the ability to CARE to the core.

The fuel that drives us is passion. We aspire to be the best. We will ask the right questions and listen intently for the answer. We do this because we truly care about giving the best-unbiased advice. We want our clients to be successful with THEIR definition of success, not ours. Our difference is that we genuinely care about our clients, their families, their finances and every aspect of their lives.

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WE DO THE RIGHT THING

We find the RIGHT answer (not the easy answer) for each of our clients.

There is no easy answer, but there are right answers for our clients. No shortcuts or assumptions are made when it comes to what is right. We work together as a team and stand true to our ethics. We hold ourselves, our team, and our clients to the highest standard.

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OUR CLIENTS COME FIRST

We believe that our clients’ interests come first.

There is no lack of time or “can I call you tomorrow” attitude. We know serving others requires sacrifice and our clients will feel and see that difference. Never losing sight of this simple fact is our goal. We believe that this approach will result in long-term relationships that will last for decades to come.

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WE WORK AS A TEAM

There is no “I” in team. We work together to get the best results.

We believe that our clients and our staff benefit from a team experience. We believe that the All Star mentality fosters a positive “we can do it” attitude. We believe that ideas are to be heard and valued. Our clients and their families are better off with a team of professionals seeking the best solutions for them, rather than a single advisor’s opinion.

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WE GO THE EXTRA MILE

It is not crowded in the extra mile. That's where we excel.

We work hard, but more important, we know that hard work is never done. We approach each situation as a challenge to get our clients the best information so they can make the best and most efficient decision. We work tirelessly to seek the best solution and provide the best service. When most advisors are done, we continue to be creative to ensures that our clients will enjoy their journey to reach their financial goals.

THE ALL STAR FINANCIAL GUARANTEE

Real PEOPLE.
Real ANSWERS.
Right TIME.

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