Scott Wallschlaeger
Owner & CEO [Financial Planning, Investment Management, Retirement Plans, Business Succession, Tax and Estate]
- Role
- Insurance Wholesaler Insurance, Business Succession, Tax Planning, Legacy Planning, Charitable at Crump Life Insurance Services
- Location
- Duluth, MN, US
- LinkedIn followers
- 500 followers
About Scott Wallschlaeger
I assist individuals and businesses who don\'t have the time, inclination or knowledge to…
Experience
Insurance Wholesaler Insurance, Business Succession, Tax Planning, Legacy Planning, Charitable
Jun 2011 — Present · Duluth, MN, US
I assist clients with advanced markets, estate planning, business succession, life, long-term care, and disability insurance, fixed retirement products. tax planning, charitable giving and planning.
Education
University of Minnesota Duluth
BA, Finance and Financial Markets
2000 — 2004
Kaplan University
CERTIFIED FINANCIAL PLANNER™ , Employee Benefits, Financial Planning, Business, Insurance, Investments, Tax, Legal, Retirement Plan
2006 — 2008
Skills
- Iras
- Retirement Plan Consulting
- Finance
- Personal Finance
- Retirement
- Bonds
- Education
- Strategic Financial Planning
- Financial Services
- Cfp
- Financial Analysis
- Estate Planning
- Stock Market
- Asset Managment
- 401k
- Wealth Accumulation
- Long Term Care Insurance
- Budget Setting
- Estate Tax Planning
- Disability Insurance
- Qualified Retirement Plans
- Financial Markets
- Tax
- Certified Financial Planner
- Stocks
- Index Funds
- Inheritance Tax Planning
- Asset Management
- Employee Benefits
- Investments
- Retirement Planning
- Pensions
- Financial Modeling
- Etfs
- Business Planning
- Insurance
- Portfolio Management
- Performance Benchmarking
- Asset Allocation
- Mutual Funds
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