About Finances Made Simple

Our Mission

To provide guidance and assistance for each client in order to help their business succeed.

How We Can Help

  • 401K

  • 412E

  • 831B

  • Advanced Estate Planning

  • Advanced Tax Credits

    ERTC and R&D Credits

  • Advanced Tax Planning

  • Arkona

  • Business Valuation

  • Cost Segregation

  • Group Disability

  • Process & Automation Implementation

Our Commitment

  • Promptly responding

  • Proactive planning

  • Listening to your specific needs

  • Focusing on personalization

  • Having the best customer service

The Team at

Finances Made Simple

Jon LaCasse

Jon LaCasse

Owner, Licensed Insurance Advisor
E: jon@financesmadesimple.net
T: 651-294-9322 x2
M: 651-248-3693
Stacey Doege

Stacey Doege

National Sales Director
E: stacey@financesmadesimple.net
T: 651-294-9322
M: 605-380-5165
jerry miron

Jerry Miron

Financial Services Advisor
E: jerry@financesmadesimple.net
Peyton LaCasse

Peyton LaCasse

Sales Consultant
E: peyton@financesmadesimple.net
T: 651-294-9322 x2
M: 651-895-7173

We're ready to work with you!

Start the conversation with our team to get started today.