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Verus Capital Partners-Independent Investment Advisor Representative & Financial Planner

  • Financial
  • Insurance
80370 County Hwy A
Port Wing, WI 54865
(602) 810-1003
(302) 495-8072 (fax)
  • About

    As a respected Financial Planner and Registered Investment Advisor with Verus Capital Partners, Colleen uses tax- efficient planning tools and risk management strategies to help her clients create and maintain wealth. For the past 17 years she has operated her practice based on integrity, trust and dedication. Colleen’s goal is to provide knowledge and guidance that allows individuals to make informed financial decisions and understand their portfolio. She is dedicated to adapting to her client’s changing needs by providing reviews on a regular basis. Colleen’s ideal client has a desire for professional advice and feels passionately about the people and assets they want to protect.

    Colleen’s areas of focus include:

    Financial Position Analysis Protection Planning Investment Planning
    Cash reserve strategies Life Insurance Asset Allocation modeling
    Debt management Disability Income Insurance Risk tolerance
    Cash flow management Long-Term Care Insurance Education Planning strategies
    Net Worth Business succession planning Diversification strategies

    Tax Planning Retirement Planning Estate Planning
    Business ownership Rollovers Asset ownership
    Non-Qualified investment planning Retirement distributions Trust planning
    Tax reduction strategies Social Security Planning Trust funding strategies
    Tax deferral methods 401(k)s and IRAs Charitable Giving strategies

  • Whom to Contact

    • Colleen M O'Shaughnessy
      Registered Investment Advisor - Financial Planner
      Phone: (602) 810-1003
      Cell Phone: (602) 810-1003
      Fax: (302) 495-8072