Services Offered
Retirement Planning
Personalized strategies to help you prepare for a secure and comfortable retirement, including 401K rollovers and investment options.
Investment Management
Expert guidance on building and managing investment portfolios tailored to your financial goals and risk tolerance.
Insurance Solutions
Comprehensive coverage for home, auto, and other insurance needs, with dedicated support to find the best rates and policies.
Financial Consulting
One-on-one consultations to address your financial questions and develop customized plans for wealth growth and protection.
401K Transfer Assistance
Step-by-step support for transferring and managing 401K accounts from past employers to optimize your retirement savings.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
P
Patty Walker
via Google
4 months ago
Shawn was great helping me with financial planning, and he was especially helpful with my retirement planning.
T
Tim Olivervia Google
10 months ago
Shawn worked with me over a period of several months. He presented multiple options for me, gave me a book to read for clarity and was detailed to the questions to ensure he understood what I was wanting and then he complied the options for me to reviews and decide which one. I do feel he had my best interest in mind.
A
Annette Lanevia Google
almost 2 years ago
Shawn has helped me with my retirement preparation since 2009. He's knowledgeable, informative and friendly to work with. He responds quickly and is patient with all my questions. Annette
M
Mike Shipmanvia Google
almost 3 years ago
Shawn was very helpful and patient working with me on transferring my 401K from my past employer and investing for our future. Shawn has been very responsive about answering any questions I have had Mike
H
Haley Hiattvia Google
about 5 years ago
Shawn was in charge of getting my home insurance and he went a step further to lowering my car insurance! He was friendly and knowledgeable with all the questions I had for him along with showing an immense dedication to his job. I am impressed and very thankful with the quote he came back with. 10/10 would recommend Shawn for your insurance needs!
