Shawn Gaustad

Over the past 13 years in this industry, I have taken a personalized approach to understanding each clients immediate and long term needs to provide comprehensive financial strategies as they relate to all aspects of their financial planning objectives, such as income tax management strategies, college funding, retirement income, estate planning, business succession and more.

I believe that bringing my clients' unique circumstances into their financial plan is essential.  I focus on comprehensive financial planning often employing asset allocation and sector diversification along with helping clients to insure themselves properly.  I help my clients stay true to their own goals by asking them to plan realistically and setting realistic expectations.

As your Investment Representative, I am eager to meet you and discuss your financial goals and objectives. TopLine Investment Services and LPL Financial offers a broad selection of investment products to address your needs.  Please call me at 763-391-0843 or email sgaustad@TopLineInvestments.com to schedule our complimentary, no-obligation consultation. 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk and do not ensure a profit or protect against a loss.