Retirement planning designed to give you
Clarity
Confidence
Control
We work with individuals, families, and Mayo Clinic professionals approaching or in retirement who want a clear, coordinated plan for income, taxes, and long-term financial security.
(507) 535-3542
2774 Commerce Drive NW,
Suite A
Rochester, MN 55901
lbefort@wradvisors.com
hello@prinvestadvisors.com
Your retirement is our business.
Your business has unique needs, and we have the resources to support you, your business and your employees.
Get financial benefits for you and your employees
Your business has unique needs, and we have the resources to support you, your business and your employees.
Most people approaching retirement have one major problem: Uncertainty
You've worked hard, saved consistently, and done what you were supposed to do. But key questions remain:
- "Do I actually have enough to retire?"
- "Will my income last as long as I do?"
- "How do I handle taxes in retirement?"
- "What happens if the market drops?"
Without a clear plan, even strong portfolios can lead to poor decisions at the wrong time..
Testimonials
"I have trusted Levi Befort with our life's savings for several years now. Such a knowledgeable and trustworthy person. We are so very fortunate to have Levi in our corner. He has wisely invested our funds and has never disappointed us. He keeps us very informed with our accounts even though I do not always understand everything. If you are looking for a review, Levi is the ABSOLUTE BEST!!" - Steve R.
This statement is a testimonial by a client of the financial professional as of 12/17/2025. The client has 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 other clients and are not indicative of future performance or success.
"I work directly with Justin Glasrud. He is very communicative and easy to work with. Honest guy who makes the time to meet face to face. You can tell he takes pride in his work." - Ian D.
This statement is a testimonial by a client of the financial professional as of 01/31/2024. The client has 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 other clients and are not indicative of future performance or success.
Testimonials
"Ben and his team have been amazing to work with to make sure my family's investment needs are taken care of. They are very prompt and professional. They are very responsive and use great technology to display concepts and make things simple to understand and to show where growth can be achieved. They have a great app and online portal you can use as well. I HIGHLY recommend reaching out to Ben with Prinvest to see what he can do for you and your family's financial goals!" - Jordan W.
This statement is a testimonial by a client of the financial professional as of 07/17/2025. The client has 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 have been happy with Prinvest. Steve has helped us in deciding what investments are right for us. He comes regularly to keep us up to date and is always willing to answer any questions we have. Responds quickly when I email him with a request." - Marlys S.
This statement is a testimonial by a client of the financial professional as of 09/12/2023. The client has 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 other clients and are not indicative of future performance or success
A simple, structured approach to your retirement
Step 1: Understand Where You Are Today
- We analyze your current financial position, investments, and risks.
Step 2: Identify Gaps and Opportunities
- We uncover blind spots - tax inefficiencies, income risks, and missed opportunities.
Step 3: Build Your Retirement Strategy
- You leave with a clear plan for income, taxes, investments, and long-term security.
Why Clients Choose Prinvest Advisors
- Fiduciary advice - your best interest comes first
- Over 90 years of combined experience
- Focus on retirement income, not just accumulation
- Independent structure supported by LPL Financial, allowing for personalized, independent recommendations.
What This Means For You
- Know exactly when you can retire
- Feel confident your income will last
- Make informed decisions during market volatility
- Reduce unnecessary taxes over time
- Stop second-guessing your financial future
