Verus Capital Partners LLC
Place Category: Banking and Financial InstitutionsPlace Tags: Annuities, Business Planning, Cash Flow, Disability Insurance, Financial Planning, Investments, IRAs, Life Insurance, Long term Care, and Retirement Plans
Colleen M O’Shaughnessy
Investment Advisor Representative
As a respected IAR and Financial Planner with Verus Capital Partners LLC, Colleen uses tax- efficient investments and risk management strategies to help her clients create and maintain wealth. For the past 18 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
Prior to starting her career in the financial services industry, Colleen earned her Bachelor of Science degree at Arizona State University. She became a Planner in order to help individuals and closely held business plan for the unexpected and help avoid financial disasters. Colleen lived in AZ for over 30 years. She started her practice in Phoenix Az and she continues to grow and maintain her practice and has offices in Scottsdale, Arizona and Port Wing, Wisconsin. Colleen is a volunteer Emergency Medical Responder for the South Shore Ambulance Association. She is a currently on the board of the Bayfield County Economic Development Corporation and a member of The South Shore Lions Club, Port Wing Business Association, Vice President of the Cornucopia Business Association and member of The Bayfield Chamber of Commerce. Colleen is the past president and board member of the Women’s Enterprise Foundation, past president and board member of Impact for Enterprising Women a NAFE affiliate, past program and membership chair for the National Association of Women Business Owners, past treasurer and marketing chair of the Arizona Costume Institute at the Phoenix Art Museum, past advisor for Women of Scottsdale and an Art Masterpiece Instructor for the Madison School District. Colleen also enjoys skiing, hiking, horses, dogs, biking, camping, swimming and traveling. Her latest challenge has been to join the South Shore Ambulance Association as a volunteer Emergency Medical Responder.
Verus Capital Partners LLC
14256 N Northsight Blvd Suite 110 | 80370 County Hwy A/ PO Box 95
Scottsdale, Arizona 85260 Port Wing, WI 54865
*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
SECURITIES OFFERED THROUGH SECRUITIES AMERICA, INC. , MEMBER FINRA/SIPC. INVESTMENT ADVISORY SERVICES ARE OFFERED THROUGH VERUS CAPITAL PARTNERS, LLC AND SECURITIES AMERICA COMPANIES ARE UNAFFILIATED.
AN SEC REGISTERED INVESTMENT ADVISORY FIRM LOCATED IN THE STATE OF ARIZONA AND THE STATE OF WISCONSIN
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