Kari Scott
State(s) Licensed: WI
1125 Broadway St N Ste 4
Menomonie, WI 54751
State(s) Licensed: WI
Empowering you on your financial journey to create a better future.
Where are you at today, and where do you want to be tomorrow?
I am passionate about helping people make informed decisions in their financial lives. Whether it's life insurance plans, retirement strategies or investments, I love having the conversations with clients! I offer personalized financial planning to individuals in all stages of life.
I specialize in helping people with:
- Life and health benefits
- Retirement income planning
- Wealth and tax efficient estate transfer
- Advanced charitable and legacy strategies
We can work side by side to bring clarity and confidence to the future you want to build. I love to empower women, families, and people in all stages of life to make the most of what they have been given and invest in what matters most.
Working together we can develop a financial strategy that aligns with your personal goals so you can be secure and confident in your future!
Call today to schedule a free consultation.
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Location
Menomonie Office
- Phone:
- 715-235-2660
- Fax:
- 833-616-4637
- Mobile:
- 715-225-4280