OUR FIRM

Our history goes back to 1966 when our company founder Jerry Workman, CLU® started Workman and Associates specializing 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 areas of farm estate and retirement planning. Sadly we lost Jerry in January 2015, but his legacy, company vision and commitment to his clients will continue as his son, Tony  continues to head up the company, Workman Retirement Planning, LLC. 

Back in 2006, we purchased our 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 2019, Tony was again named and is a five year recipient of the 5 Star Wealth Manager award which appeared in the January issue of Mpls/St. Paul and Twin Cities Business Magazines. He also has appeared in the Wall Street Journal and the June 2018 Forbes Investment Guide. The 5 Star program award is the largest and most published financial services award program in North America.  

To schedule a free no-obligation review to see how Tony can be of service, give our office manager Jackie a call today. We've been helping investors and retirees since 1966!

The office is 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!