Financial Planning/Retirement Planning -
We offer a FREE retirement projection. Please call for or e-mail your request.

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.

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.

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.

Educational Workshops -
Informative workshops are a great way to add value for small to large associations, corporations and others.

 

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.

 

For more information, please contact:

Stephani Scheuermann,
Associate
Focus Financial Network, Inc.
(952) 225.0346
stephanis@focusfinancial.com

OR

Scott Simpson, CFP
Focus Financial Network, Inc.
(952) 225.0345
ssimpson@focusfinancial.com