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Financial Planning
With an Educational Approach




PERSONALIZED | PROFESSIONAL | HOLISTIC

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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



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FINANCIAL PLANNING


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

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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.


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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.

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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


SERVICES OFFERED BY AMY MOSER




Whether you are beginning your career, a small business owner in need of some organization and improved efficiency or a retiree looking to make the most of their after-work life, tax planning can help you prepare for and improve your tax position.

SCHEDULE WITH AMY MOSER


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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 Royal Alliance Associates, Inc.  

Schedule A Meeting


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Amy Moser

ADVISOR SUPPORT SPECIALIST AND TAX PLANNER

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

Amy comes to The Basballe Group with 20 years in accounting and tax. After a decade with national firms specializing in complex individual income tax and international tax consulting, Amy chose tax and working with our financial planning firm. 

Amy is an IRS Enrolled Agent with deep knowledge of income tax and the Internal Revenue Code. Driven by a love of numbers and a desire to help people plan their future, Amy combines the realm of tax planning with our financial planning. Raised by parents in the financial industry, Amy came by her love for numbers naturally. Amy’s affinity for high touch client service led her back to delivering individual tax solutions to everyday issues.

Amy is an avid Olympic weightlifter who enjoys numerous hobbies including golf, snowboarding, mountain biking and Brazilian JiuJitsu. She enjoys trying new recipes in the kitchen and spending time with her husband and their animals in the backyard.

Amy is not registered with Royal Alliance Associates, Inc.


Schedule A Meeting


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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 Royal Alliance.

Your Financial Plan is as Unique as Your Fingerprint

Strategies Built For Everyone.

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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.


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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.

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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.

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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.



Transparent Financial Advice Worth Paying For

Schedule an Appointment Today

 Informed Decision Making 

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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

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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.


Laura Basballe Specializes In:


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Amy Moser Specializes In:

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Being a part of Focus Financial means we have access to a network of over 100 advisors who specialize in various areas of financial planning with whom we’re able to collaborate if necessary.

 

Solutions for all seasons of your life.

Let’s Get Started!

At The Basballe Group, we take a hands-on approach when working with our clients. To get started, please contact us using one of these methods. We look forward to working with you!




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