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Smart Life Financial
- Lake Elmo, WI
About this business
Location details
11489 Wildflower Drive N, Lake Elmo, WI, 55042, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My husband found Scott. We did some research then started working with him. We have been happy with everything. He does an excellent job explaining all options and suggesting which is better for which situation. For example we had accounts that were traditional IRA and ones that were Roth. He explained the benefit of keeping traditional and the benefit of converting to Roth, or even splitting to allow us to have the benefits of both. I think some things he explained several times until we were all sure we understood. I think... read more
I can’t say enough great things about Scott Borhauer and Smart Life Financial. After being with my company for 28 years, I unexpectedly lost my job due to a merger. It was an incredibly stressful and uncertain time, but Scott stepped in and immediately brought clarity and reassurance. He took the time to thoroughly review where I stand financially and developed a plan tailored specifically to my situation. I never once felt like I was getting a “one-size-fits-all” approach — everything was thoughtful, personal, and strategic... read more
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
Great company. Scott takes the time to explain and talk thru all of your concerns.
Frequently asked questions about Smart Life Financial
How is Smart Life Financial rated?
Smart Life Financial has a 5 star rating with 41 reviews.
When is Smart Life Financial open?
Smart Life Financial is closed now. It will open on Monday at 9:00 a.m.
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