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Focus Wealth Management

(612) 203-3258 2355 Highway 36 West, Suite 479, Roseville, MN 55113 M-F 8am-5pm, Sa-Su Closed (Sat: By Appointment) Official site

Categories: Financial Planning

The Details

We seek to reduce your stress and bring confidence by: Managing your investments using strategies built on time-tested principals Helping you simplify by consolidating multiple accounts Creating retirement income strategies that align with your goals and lifestyle Building a financial plan that allows you to modify inputs and view how your probability for success will be impacted We can answer your questions, including: Can I retire early? Are my investments working hard enough? Am I saving enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? We can also help you address: Risk management analysis Tax loss-harvesting Trust fund management Estate conservation issues

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