Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I provide total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
I can offer comprehensive financial strategies and/or focus on one specific area of need.
- Insurance Strategies
- Business Owners
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Shannon’s Licenses and Disclosures