Minneapolis, MN
Scott Jensen
Hi there👋🏼 I'm Scott, a wealth advisor with over 13 years of experience, where I specialize in helping my clients with tracking and analyzing rental property portfolio performance, optimizing your taxes on property sales, and creating tailored financial plans through a personalized series of meetings. I love simplifying complex financial situations and building strong relationships with my clients to provide investment management that helps my clients achieve their goals.
Scott
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Savvy Investment Team
Miranda Petersen
I’m a Client Service Associate with three years of industry experience, focused on delivering thoughtful, detail-driven support to both clients and advisors. I’m a proud Purdue University graduate and hold my Series 7 and SIE licenses, giving me a strong foundation in both service and securities.
Originally from Atlanta, I recently traded peaches for palm trees and now call Orlando home. When I’m not supporting clients, you can usually find me spending time with my fiancé, Bailey, and our two dogs cheering on some football games!
I believe every client’s situation is unique and deserves a personalized plan tailored to their specific needs. I thrive on the one-off complicated situations.
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STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
UNDERSTAND YOUR OPTIONS
Real Estate Investment Planning
We excel in assisting real estate investors in mapping out their financial futures, whether by developing exit strategies for property sales, facilitating pre-purchase property evaluations, or revealing hidden opportunities.
COMPREHENSIVE TAX PLANNING FOR SMALL BUSINESSES
Small Business Tax
Navigating the complex landscape of small business taxes can be daunting. We're here to act as your small business tax advisor, specialized in building comprehensive small business tax planning strategies. We work to minimize your tax exposure and provide tailored advice for your specific business model.
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Get to know
Scott
Scott Jensen, Founder of Renovate Financial Planning, powered by Savvy Wealth, is dedicated to helping real estate investors, small business owners, and high-income professionals achieve their financial goals with clarity and confidence. With a finance degree and seven years at a Minneapolis advisory firm, Scott launched his practice to address the unique needs of real estate investors. His expertise spans cash flow management, retirement planning, real estate and alternative investments, tax strategies, insurance, estate planning, and charitable giving. Scott’s tailored strategies, including rental portfolio analysis, tax-efficient real estate transactions, and passive investment transitions, ensure clarity and success.
Scott’s client-centric approach begins with an introductory call and discovery meeting, followed by a customized financial plan. When not helping clients navigate complex financial landscapes or researching tax strategies, Scott enjoys outdoor adventures with his wife and three daughters, or relaxing by the fireplace with coffee.
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How did you become a financial advisor?
I’ve always had a passion for personal finance. After serving in the military, I pursued a degree in finance and went to work at an investment advisory firm in Minneapolis for seven years. During this time, I noticed a gap in the industry. The firm wasn’t equipped to support real estate investors in complex situations. When I noticed this unmet need, I decided to take matters into my own hands and launch my own firm, dedicated to helping real estate investors achieve their financial goals.
What types of clients do you work with?
My clients range from real estate investors with complex financial situations, small business owners, to high-income individuals aged 40-60. I enjoy helping people looking for ways to maximize tax savings and value support in managing the real estate aspects of their portfolios.
What areas of expertise do you have?
I enjoy taking on unique, complex scenarios, and specialize in creating personalized solutions for retirement planning, tax strategies, and real estate management.
What kinds of strategies do you help clients with?
I specialize in monitoring and analyzing rental property portfolio performance, developing a comprehensive strategy for real estate purchases, optimizing tax efficiency during sales, and transitioning from active to passive real estate investments. Additionally, exploring alternative investments, establishing small business retirement accounts, implementing charitable giving strategies, and enhancing tax planning.
What is your favorite part of working with clients?
I take pride in helping clients navigate unique situations, building strong relationships, and working closely to set and achieve their financial goals. I’m passionate about guiding them through complex financial matters and giving them the support they need to make confident, informed decisions.
What is it like partnering with Savvy?
The expertise and collaboration at Savvy is impressive, showing a real commitment to teamwork and endeavoring for great results. On top of that, Savvy provides investment management and highlights dedicated to helping clients navigate complex financial challenges with confidence and ease.Savvy's technology greatly boosts my productivity through task automation, it also gives me access to extensive information resources to build the right portfolios for my clients, and it allows for seamless communication with my clients.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Scott Jensen is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Renovate Financial Planning is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website: www.SavvyWealth.com. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.