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
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Charterpoint Wealth Strategies
Satellite Office
301 Carlson Parkway Suite 300
Minnetonka, MN 55305-5302