Verus Capital Partners

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  • colleen_oshaughnessy_580colleen_oshaughnessy_580

Place Category: CBA Members and Services

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  • As a respected IAR and Financial Planner with Verus Capital Partners LLC, Colleen uses tax- efficient investments and risk management strategies to help her clients create and maintain wealth. For the past 19 years she has operated her practice based on integrity, trust and dedication. Colleen’s goal is to provide knowledge and guidance that allows individuals to make informed financial decisions and understand their portfolio. She is dedicated to adapting to her client’s changing needs by providing reviews on a regular basis. Colleen’s ideal client has a desire for professional advice and feels passionately about the people and assets they want to protect.

    Colleen’s areas of focus include:

    Financial Position Analysis Protection Planning Investment Planning
    Cash reserve strategies Life Insurance Asset Allocation modeling
    Debt management Disability Income Insurance Risk tolerance
    Cash flow management Long-Term Care Insurance Education Planning strategies
    Net Worth Business succession planning Diversification strategies

    Tax Planning Retirement Planning Estate Planning
    Business ownership 401k Rollovers Asset ownership
    Non-Qualified investment planning Retirement distributions Trust planning
    Tax reduction strategies Social Security Planning Trust funding strategies
    Tax deferral methods 401(k)s and IRAs Charitable Giving strategies

    Prior to beginning her career in the financial services industry, Colleen earned her Bachelor’s degree at Arizona State University. She became a Planner in order to help individuals plan for the unexpected and help avoid financial disasters. Colleen lived in AZ for over 30 year, where she was heavily involved in the community. She currently has offices in Scottsdale, Arizona, and Port Wing, Wisconsin. She is a past president and board member of the Women’s Enterprise Foundation, past president and board member of Impact for Enterprising Women, past program and membership chair for the National Association of Women Business Owners, past treasurer of the Arizona Costume Institute at the Phoenix Art Museum, past advisor for Women of Scottsdale and an Art Masterpiece Instructor for the Madison School District. Colleen also enjoys skiing, hiking, horses, dogs, biking, camping, swimming and traveling with her son Connor.

    14256 N Northsight Blvd Suite 110 Scottsdale, Arizona 85260
    80370 County Hwy A. Port Wing, Wi. 54865
    602.810.1003 OR 715.774.3177

    *I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
    Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc., (EGA) 300 Davidson Avenue Somerset, NJ 08873-4175. Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC), and a registered investment advisor. MLIC, MSI and the EGA are MetLife Companies. L0114356959[exp0115][AZ,CA,FL,MN,TX,WA,WI]

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