At Preferred Resource Group (PRG), we believe financial planning is about more than just numbers. It’s about people, their dreams, and crafting personalized strategies to help them pursue their financial goals. Founded in 1999 we’ve been proudly serving the Twin Cities and beyond with a dedication to comprehensive, holistic financial planning.
What We Offer
Our advisors are here to help, no matter where you are on your financial journey:
Starting Out: Young professionals just getting their footing.
Planning for Retirement: Those preparing to step into the next phase of life.
Everything In Between: Whether you’re saving for a child’s education, navigating unexpected medical expenses, or working toward financial independence, we’ve got your back.
We offer complimentary consultations at each of our four offices located in Golden Valley, Maple Grove, Pipestone and Shoreview, Minnesota.
Who We Are
We’re a network of financial advisors who understand that financial planning is a process, not a product. Our team takes a collaborative approach, coordinating recommendations from attorneys, accountants, and other professionals to create a cohesive strategy tailored just for you.
Contact us today to get started!!
Client Testimonials
Jonathan's being very transparent and showing that he can be trusted. If I (Charlie) were to die, it is reassuring that all of our investments are in one place as my wife (Rosalee) is not up on investing so she is comforted in knowing she can trust Jonathan to advise her on what is best.
As most of our family and friends look to us as having integrity, they would consider our advice when we recommend Jonathan.
--Charlie and Rosalie E. ( Semi-Retired)
These statements are a testimonial by clients of the financial professional as of 03/12/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
We feel very comfortable communicating with Jonathan, he is a good listener and we’ve never felt inferior regarding our investments. We liked his teaching methods as we navigate the vast financial world. His advice and guidance over the years (20+) has been very positive experience.
Jonathan, his team and us have formed a great team in our life’s financial strategy!
-- Dave & DiAnne S ( Retired)
These statements are a testimonial by clients of the financial professional as of 03/18/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Knowledge and Trust are the reasons working with Jonathan makes our life better and would highly recommend PRG Financial. He does his research on investments, understanding a wide variety of options to create a diverse retirement plan. He listens to our concerns, lays out the facts, proposes plans and allows us the final say in what we want to do with our money. We also appreciate his willingness to connect us with both a tax accountant and a will/trust lawyer.
--Matt & Maria L (Pre-retirement)
These statements are a testimonial by clients of the financial professional as of 4/1/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
-Rule 4 “Make Good Choices”
Choosing Preferred Resource (PRG) was a great choice for us. Over 20 years ago we attended a ‘free dinner’ and met Jonathan and chose him as our financial advisor. Thank you very, very, much for helping us have the finances to enjoy retirement. Rule 4 and other choices are all factors and together Winnie and I are enjoying life.
-Russ & Winnie (Retired)
These statements are a testimonial by clients of the financial professional as of 4/9/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Our Pipestone Team
Our Maple Grove Team
Contact Us
Please feel free to contact us with any questions.
Videos
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Calculators
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Articles
Most retirement plans assume your spending will stay the same for 20 or 30 years. But real retirement rarely looks that way. Research shows spending often peaks in the early years , when people finally have time for travel, hobbies, and long-delayed plans, before naturally easing later on. The real question may not be “Am I spending too much?” but “Does my plan reflect how retirement actually unfolds?”
Oil prices are back above $100 and headlines are filled with talk of Middle East conflict, stagflation, and global downturns. But history tells a more nuanced story. Before reacting to the noise, it’s worth stepping back. The global economy has faced oil shocks before—and each time, it has adapted and recovered. In uncertain moments like these, perspective matters. A look at the bigger picture may challenge what the headlines suggest.
With the U.S. and Israel launching strikes against Iran and tensions rising across the Middle East, markets have reacted—oil prices jumped while stocks and bonds edged lower. But while the headlines are dramatic, history shows geopolitical shocks like these often create short-term volatility rather than lasting market shifts. Before making any portfolio decisions, it’s important to step back and understand what this situation may—and may not—mean for investors.