Verus Capital Partners-Independent Investment Advisor Representative & Financial Planner

Verus Capital Partners-Independent Investment Advisor Representative & Financial Planner
Categories

South ShoreFinancial/Investment

About Us

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

Rep/Contact Info

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