Shawn brings 16 years of financial planning experience to benefit our clients and their families. He teaches on various financial topics and issues in the Cincinnati area. Shawn coaches individuals through an efficient yet easy to understand personal financial planning process. Shawn believes that outliving financial resources is the biggest financial challenge facing Americans today. His goal is to create an individualized financial plan for our clients that is 100% successful through life’s ups and downs. Shawn lives in Montgomery Ohio and his children attend Sycamore Schools.
- Personalized Financial Planning
- Asset Management
- Life & Long Term Care Insurance
- Retirement Income Planning
- Retirement Accounts (IRA, 401k, 403B…)
- FINRA Series 6 & 63
- FINRA Series 65 IAR
- Insurance (Life, Health, LTC, Annuities & DI)
- Variable & Fixed Index Annuity
With Alan’s 9 years of financial planning experience, Alan offers clients a seasoned perspective on a variety of safe money strategies. Whether it is through workshops or one on one meetings, his focus is on the needs of our clients and with their family’s best interest in mind. Alan takes this same approach when helping families plan for Medicare and Medicare Supplement (Medigap) needs. His goal is to make sure every family gets the information they need to make sound decisions. Alan and his wife and live in Ft. Thomas, KY and is based in our Cincinnati office.