Shawn Hampson
Equities & Securities Investment Planning
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.
Services
- Personalized Financial Planning
- Asset Management
- Life & Long Term Care Insurance
- Retirement Income Planning
- Annuities
- Retirement Accounts (IRA, 401k, 403B…)
Professional Designations
- FINRA Series 6 & 63
- FINRA Series 65 IAR
- Insurance (Life, Health, LTC, Annuities & DI)
- Variable & Fixed Index Annuity