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Smart Life Financial

5.0
  • Lake Elmo, WI

About this business

Smart Life Financial helps people in Lake Elmo, MN 55042, USA plan for retirement. They offer customized retirement plans and focus on helping people retire tax-free. 

Location details

11489 Wildflower Drive N, Lake Elmo, WI, 55042, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.038 reviews
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Vanessa Plummer's profile image
Vanessa Plummer 
on Google
a month ago

My husband contacted Smart Life Financial via an ad on Facebook. When he told me we had a phone call appointment the next day, I was a little dubious and wondered if this was a scam. I have never been so pleased in my life to embark on our financial/retirement journey with Scott and Wendy Borhauer. From the beginning there has been open, honest communication with transparency every step of the way. They build trust and a great relationship from the start. It is ok to share your financial struggles. Scott builds a plan just f... read more

Jeanne Aiona's profile image
Jeanne Aiona 
on Google
3 months ago

Great company. Scott takes the time to explain and talk thru all of your concerns. 

Brian Cook's profile image
Brian Cook 
on Google
7 months ago

Since I have started working with Scott, I feel 100% better than when I just used the standard TSP plan. Scott walked me through multiple options and customized several moves to get the most out of my funds. I am 63 and needed to protect my funds, and still have flexibility and better earnings than the TSP. I am totally satisfied with Scott and Smart Financial. 

John Puls's profile image
John Puls 
on Google
10 months ago

Scott and team did a great job in assisting my family in setting up long term wealth protection and income. Scott’s knowledge of this financial arena along with his ability to simplify the technical data to an understandable level made decisions easy. I look forward to long working relationship with him. 

Katelyn Kucharo's profile image
Katelyn Kucharo 
on Google
11 months ago

Working with Scott and his team has been an incredible experience! The knowledge and care that goes into each client experience is unmatched! Highly recommend! 

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Frequently asked questions about Smart Life Financial

How is Smart Life Financial rated?

Smart Life Financial has a 5 star rating with 38 reviews. 

When is Smart Life Financial open?

Smart Life Financial is open now. It will close at 6:00 p.m.  

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