OUR FIRM

Our history goes back to 1966 when our company founder Jerry Workman, CLU® started Workman and Associates working in the areas of estate, retirement, and insurance planning. As an industry pioneer for nearly 50 years, Jerry helped countless families accumulate and preserve their assets and estates, especially in the area of farm estate planning. Sadly we lost Jerry in January 2015, but his legacy, company vision and commitment to his clients will continue as his son, Tony Workman continues to head up the company, Workman Retirement Planning, LLC. 

Back in 2006, we purchased our brand-new office building as well as changed our name from Workman and Associates to Workman Retirement Planning, LLC  headed by Tony Workman. Tony has been in the financial services industry since graduating from South Central College in 1983. He is a Certified Financial Planner - CFP®, Certified Fund Specialist - CFS®, and Certified Senior Advisor - (CSA)®. He has authored several local and national articles and co-authored "Protecting Your Wealth in Retirement" with a well-known CPA.

Although the office is located in Mankato, Tony has a broad clientele base both locally and throughout the country, including the Twin Cities and Brainerd Lakes area where he has a summer cabin. He is a member of The Society of Certified Senior Advisors® and also The Institute of Business & Finance (IBF). Tony is a Registered Representative and Investment Advisor Representative with Harbour Investments, Inc. where he has been a top producing "Captain's Club" member since joining the Broker-Dealer in 2001. For 2018, Tony has been named and is a recipient of the 5 Star Wealth Manager award which appeared in the January issue of Mpls/St. Paul and Twin Cities Business Magazines, the Wall Street Journal, and the June Forbes Investment Guide. He has also received this award in 2015, 2016, 2017. The 5 Star program award is the largest and most published financial services award program in North America.  

Please call us to schedule a free review and let us show you how we can be of great service!

We are located 2 blocks South of Home Depot, behind DeGrood's. Look for the tall American Flag in our parking lot and PLEASE SUPPORT OUR TROOPS!