Scott Herrmann
ChFC®, FIC, CKA®
State(s) Licensed: AL, AZ, CA Insurance Lic. #0L84872, CO, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NJ, OH, OK, PA, SC, TN, TX, VA, WI, WV
189 E Chestnut Street
Burlington, WI 53105
State(s) Licensed: AL, AZ, CA Insurance Lic. #0L84872, CO, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NJ, OH, OK, PA, SC, TN, TX, VA, WI, WV
Let's put your plans in motion
Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need.
As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and craft a plan to help ensure you’re well positioned to reach your goals.
Together, we can explore how you can:
· Protect your financial future.
· Prepare for an unexpected illness, injury, or loss.
· Plan for extended care expenses
· Invest with purpose and manage your assets.
· Explore more tax-efficient ways to manage your money.
· Save and prepare for income in retirement.
Meeting Options:
- In Person at one of our Shoreline Group Offices (Burlington, Racine, Delavan, Kenosha, Beloit, or Madison)
- Zoom Meeting
- Phone Call
Let us know what you are comfortable with and we will be happy to set up an appointment!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Burlington Office
- Phone:
- 262-757-0199
- Fax:
- 877-879-6920
Hours
Monday – Friday : 8 a.m. – 5 p.m.