Financial Planning
With an Educational Approach

PERSONALIZED | PROFESSIONAL | HOLISTIC

Whether you’re looking to purchase your first home, save for your child’s education or want to retire in a few years, we understand no two situations are alike. By uncovering what is most important to you and developing a long-range plan, we’ll work together to help you achieve financial clarity.

SERVICES OFFERED BY LAURA BASBALLE

FINANCIAL PLANNING

True holistic planning means providing you with a suite of services that will meet your concerns now and well into the future

RETIREMENT PLANNING

Not sure what to do when it comes to your Social Security? Let us help. Our Social Security analysis services will provide you with personalized deliverables to maximize your claiming options.

INSURANCE

It’s important to us to protect what’s important to you. Whether you’re single, a family with kids or a small business owner, we can help simplify your insurance situation while seeking the best value for your needs.

INVESTMENTS

Through consideration of your overall life goals, our team will craft a portfolio that will give you increased confidence. When it comes to investments, we follow a simple mantra: “It’s not how much you make, it’s how much you keep.

SCHEDULE WITH LAURA BASBALLE

Download Our Latest Issue of Eye on Money

Click here for past Issues

Laura Basballe

Financial Advisor

Direct: 952-997-2102
lbasballe@focusfinancial.com

Growing up on a farm, work ethic was instilled in Laura at a very young age. Much like financial planning, farm life teaches you to plan for the future and to think bigger picture. Budgeting is necessary; you never know what may be coming your way.

Prior to her career in the financial services industry, Laura worked closely with developmentally disabled young adults and also spent time as a volunteer firefighter with the Apple Valley Fire Department. These experiences enabled her to develop a strong sense of perspective that has translated into her financial planning work.

Laura holds her Series 7, 63, and 66 licenses and joined Focus Financial Network, Inc. in 1997 as an independent financial advisor. Focus Financial is an independent advisory firm large enough to provide stability and a wide array of resources and services, yet small enough to provide personalized delivery and maintain a client-focused approach.

Since 2014, Laura has enjoyed being a member of *Ed Slott's Elite IRA Advisor Group℠, a private study group of financial advisors with extensive IRA experience. Through this affiliation, Laura receives ongoing specialized training and support in IRAs and retirement plan distribution strategies to better support her clients’ needs.

When not working, Laura enjoys unplugging and enjoying the great outdoors and experimenting with new recipes in the kitchen.

*Ed Slott's Elite IRA Advisor Group," is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Osaic Wealth, Inc.

Schedule A Meeting

Vanessa Harris

ENROLLED AGENT AND FINANCIAL PLANNING ASSOCIATE

Direct:952-997-8946
vharris@focusfinancial.com

Vanessa brings to the team over 20 years of being a business owner, many years spent as a landscape artist and has plans to eventually transition into financial planning. She is an Enrolled Agent with years of experience of preparing tax returns. She is working towards her CFP certification as well as her Series 65 & 7, thriving on working with others she supports the advisors who help them achieve their financial goals.

Vanessa spends her spare time outdoors hiking, biking and gardening. She loves growing her favorite hot peppers, broccoli and winter squash as well as building butterfly and bird habitats - some from the winter squash, just ask her!

Vanessa is a proud mom of two children, both in college, and a very spoiled chocolate lab named Kora. She and her husband, now empty nesters, have recently upgraded from tent camping to a camper and plan on many adventures exploring the US.

Vanessa is not registered with Osaic Wealth, Inc.

Maureen Sietsema, PMP

Client Service Manager

Direct: 952-997-8945
msietsema@focusfinancial.com

Maureen joined Focus Financial in 2015. As a certified project manager, she focuses on delivering exceptional client service for our team. In addition to building business development and delivery strategies, she calls on her corporate event planning experience to manage special client appreciation projects. She also assists with client updating, processing and general questions or requests. Maureen earned her B.S. degree in art/interior design with a minor in business from the University of Wisconsin-Stout.

Maureen is not registered with Osaic Wealth, Inc.

Your Financial Plan is as Unique as Your Fingerprint

Strategies Built For Everyone.

No matter your situation, every decision we make is rooted in helping provide you with continued growth, assurance, and success. We understand it’s easy to become overwhelmed by the amount of information, advice, data and emotion floating around. Let us help you cut through the noise.

Delta Airlines
employees & retirees

We’ve served the financial needs of Delta employees and their families for over two decades. Our expertise in the industry and close geographic location to Delta’s hub in Minnesota enables us to address the unique needs of airline employees during their careers and into retirement.

Self-employed
small business owners

As a small business owner, you likely wear many hats and lack the time or resources to help reduce your costs. It’s important you have a partner who is forward looking, alerting you to things that may benefit your business. At The Basballe Group, we love getting creative to help you put more money aside to see you succeed. We’ll be that partner that strategizes with you to benefit your business and tax situations, and create better benefits packages for your employees.

Women

Whether you’re a female who is single, divorced, widowed, or has children, you've been busy living your life and may feel you're lacking a financial advocate in your life. The Basballe Group is passionate about helping women pursue their financial goals through education. The financial and tax world can be complicated; let us help you navigate what’s most important.

Helpful Resources To Get You Organized

Informed Decision Making

Whatever your financial situation may be, we’re in the business of responding proactively. Maybe you want to maximize your employer benefits or you’re nearing retirement. Perhaps you're looking to buy your first home or saving for secondary education. We understand your situation is unique and our comprehensive services can address each of your needs.

September: Social Security Awareness Month

Providing you with support to make informed decisions to help secure today and tomorrow for you and your family.

Sign up to receive the latest insights, how-to articles and valuable resources.

Create a Social Security Account and Download Your Benefit Estimate Today!

Access your Social Security benefits by clicking HERE

No sales gimmicks or pressure tactics

Just Transparent Fees and Services