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
Owner, Licensed Insurance Advisor
E: jon@financesmadesimple.net
T: 651-294-9322 x2
M: 651-248-3693
Stacey Doege
National Sales Director
E: stacey@financesmadesimple.net
T: 651-294-9322
M: 605-380-5165
Jerry Miron
Financial Services Advisor
E: jerry@financesmadesimple.net
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.