Planning for Life Events
About the Financial Advisor
Louise has been a Financial Advisor with Focus Financial since 1995.
She focuses on serving her clients within the Twins Cities.
Louise helps her clients with their short-term and long-term goals, such as purchasing a new car, saving for a home, and funding educational goals. She looks at ways to reduce taxes (both Federal and State) and for the need for life insurance.
Louise makes sure her clients are funding their retirement accounts through their work by taking advantage of their employer match if offered and contributing to a Roth IRA if eligible. She leverages estate planning to ensure her clients have enough assets to last their lifetime and to pass on to their beneficiaries if they choose.
Louise enjoys walking the nearby park, working in the yard, and taking care of her furry friend, Winston (who gives unconditional love). She spends time with her grandson, family members, and friends during her free time.