Offering Education Sessions on the Following Topics:

Taxation in Retirement

Risk Management

Legacy Planning

Investment Strategy

Income Planning

Education Session Request

Please notify me with the next available class on: *
I never had to manage the finances before, I knew there was a chance I could miss something.  I feel so empowered with all that I’ve learned.

I retired but then started a new small business.  I don’t think I ever want to truly stop “working” and it keeps me busy.  Lots of components to consider and very thankful Shawn has my affairs in order.

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Knowledge is Power

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Lifetime Goals