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Grant Shaffer
Wealth Manager
CFP®, MPAS
Flourish Wealth Management1251 Lower 143rd Street East, Rosemount, MN 55068
Languages: English
My Approach
Life transitions often bring financial questions. Whether you’re preparing for retirement, changing careers, receiving an inheritance, or navigating the loss of a loved one, I help you understand your options and take thoughtful next steps. At Flourish Wealth Management, I provide personalized guidance that reflects your values and adapts as your life evolves.
The Clients I Serve
Business Owners, GenX, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Flourish Wealth Management, I start by getting to know you—your priorities, your family, and what you want your wealth to make possible. Our approach brings together the personal and technical sides of money, creating a financial plan that reflects your values and helps you make informed decisions. As an independent, fee-only firm, we integrate investment management with retirement, cash flow, tax, insurance, and estate planning. You can expect thoughtful conversations, clear explanations, and proactive guidance, particularly during life transitions such as retirement, career changes, inheritance, or the loss of a loved one. My goal is to build a lasting partnership where you feel comfortable asking questions, understand your options, and have a plan that evolves with your life.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.