Focus: Insurance Strategies, Investment Strategies
Languages: English
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
See Shawn’s Licenses and Disclosures
Check the background of this investment professional on FINRA’s BrokerCheck
Charterpoint Wealth Strategies
Satellite Office
301 Carlson Parkway Suite 300
Minnetonka, MN 55305-5302