About Finances Made Simple
We are an independent, full-service insurance agency, offering solutions for businesses, individuals, and seniors.
Finances Made Simple works with the top insurance companies to offer our clients the best coverage. Our clients are located across Minnesota and Wisconsin, giving us a great feel for the insurance landscape.
We design plans with a focus on low out-of-pocket cost, while maximizing insurance benefits. This is accomplished by providing personalized insurance advice aimed at helping our clients make better-informed decisions regarding their plans.
Our Commitment
From day one, our team has led the insurance industry by basing our business on the commitment to our clients and prospects by:
Promptly responding
Listening to your specific needs
Focusing on personalization
Having the best customer service
Our Mission
To provide guidance and assistance for each client, to help them choose the best insurance plan that meets their individual needs.
The Team at
Finances Made Simple
Jon LaCasse
Stacey Doege
Jerry Miron
Our name says it all! Let us simplify things for you.
We are committed to delivering tailored tax and insurance solutions with thoughtful strategic planning, valuable professional services, and technology-based solutions. Here's what you can expect working with the Finances Made Simple team:
Range of Products & Services
Using advanced technology and consulting expertise, we do our best to offer solutions that reduce costs, increase efficiency, and impact the bottom line.
Single Point of Contact
Never get referred to the 'customer service department' again! You will work with a single point of contact, it's seamless and simple. We pride ourselves on the level of knowledge and personalized customer service we bring to each client.
No Cookie-Cutter Plans
We develop custom, strategic plans for you. It will define your objectives and outline the actions needed to fulfill those objectives. Our strategic planning services ensure an organized, complete approach to fulfilling your personal or business needs.
Let's Chat!
Our professional team has experience in Minnesota and Wisconsin and a strong grasp on insurance that not only meets your business or personal needs, but also will exceed your service expectations. Start the conversation with our team to get started today.