AIS Planning is dedicated to providing the very best in Wealth Management and Retirement Plan Services in St Cloud, Minnesota. We focus on helping clients think bigger and plan better so they can enjoy more. 

We understand that talking about your money is an emotional matter.  As your financial net worth grows, the complexity of your circumstances and the pressure you feel to make the "right" decisions grow too.  Our experienced St Cloud Financial Planners serve as a highly supportive and caring third party between you and your money, facilitating confident decision-making, intentional change and accountability.

At AIS Planning WE BELIEVE...

  • Everyone deserves a trustworthy St Cloud Financial Advisor fashioned in their best interest.
  • People are worth more than what is represented on their financial statements.
  • Being a Fiduciary and acting in the best interest of our clients at all times is our obligation.
  • Financial and Retirement Planning is about serving people, not selling products.

AIS Planning works with motivated businesses, individuals and families seeking a trusted team of professionals to partner with in meeting their financial goals. If you are looking for a Financial Planning or Retirement Plan Service in St Cloud, call 320-252-6552 today.



Our Services


Wealth Management

Regardless of your stage of life and accumulated wealth - each of us need a financial plan. AIS Planning will guide you through a process to develop, implement and monitor a plan that reflects your life and wealth goals.

Wealth Management Services

Retirement Plans

A healthy retirement plan allows you to recruit and retain quality employees. With AIS Planning staying focused on your plan, you can keep your focus where it belongs - on running your business.

Retirement Plan Services



Meet the Team


Jason Hallonquist, CFP®
CEO & Managing Director

Cathy Juilfs, CFP® AIFA® CEBS
President & Managing Director

Meet the Rest of the Team