Offering Education Sessions on the Following Topics:
Taxation in Retirement
Risk Management
Legacy Planning
Investment Strategy
Income Planning
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.
Stay In Touch