Financial Planning/Retirement Planning -
We offer a FREE retirement projection. Please call for or e-mail your
request. |
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Investment Services -
Our independent status allows you access to a broad range of investments,
products and services. We offer three strategies that deal with market
volatility. |
Asset Management -
We manage client portfolios and investments on a fee or commission basis. |
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Estate Planning -
Did you know the government can take up to HALF or more of your assets
at death? We will explain strategies to help you PROTECT your assets and
ensure that you pass on as much as possible to family or charity! |
Education Funding Strategies -
There are two distinct sets of strategies, depending on your asset and
income situation. We provide strategic tax and financial planning for
college as well as private K-12, while coordinating with your retirement
plan. Contact us for more information. |
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Long Term Care Insurance -
The cost of ONE YEAR of nursing home care can wipe out a significant portion
of your retirement savings. You can protect your savings and assets by
incorporating Long Term Care insurance. Call for a quote. |
Other Insurance -
We offer Life Insurance, Health Insurance, Disability Insurance and Supplemental
Insurance. Call for information. |
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Educational Workshops -
Informative workshops are a great way to add value for small to large
associations, corporations and others. |
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We work with seasoned professionals who specialize in their
areas of expertise. We direct you to those best suited for your particular
situation and needs.
Our clients and the confidentiality of their information are of utmost
importance to us. Ongoing feedback and open communication is key to our
success, always doing what is in our CLIENTS' best interest. |
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For more information, please contact: |
Stephani Scheuermann,
Associate
Focus Financial Network, Inc.
(952) 225.0346
stephanis@focusfinancial.com
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OR |
Scott Simpson, CFP
Focus Financial Network, Inc.
(952) 225.0345
ssimpson@focusfinancial.com
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