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Retirement Planning Reputation, Relationships, Resources. Reputation, Relationships, Resources. CIRCLE OF SERVICES SM OUR TEAM: Daniel J. May, CFP® President & CEO Phone: 612-347-8622 Fax: 612-313-7504 [email protected] Jason D. May, CFP® Financial Advisor* Phone: 612-347-7819 Fax: 612-313-7548 [email protected] Nicole Overman Executive Assistant Phone: 612-347-8673 Fax: 612-313-7535 [email protected] Bret Schuler Financial Advisor* Greg Haywood Planning Specialist *Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other named entity. AdvisorNet Financial has been a leader in the financial services industry for over 55 years. With a client-focused drive and Minnesota values, we are recognized throughout the industry for our ethics and integrity. Through our Circle of Services we can help you reach your goals by providing support and expert advice in all aspects of your Financial Plan. Property & Casualty INVESTMENTS & Wealth Accumulation Individual & Group Health Benefits 701 Fourth Avenue South Suite 1500 Minneapolis, MN 55415 612-347-8600 www.mayfinancialplanning.com Legacy Planning Savings Accounts Insurance Life/Di/LTC Business Succession Planning Life Stories
