Financial Consultant

Year Joined DKO: since 2019
Years of Experience in the Industry: 6 years

Value Added Services: General Insurance , Estate Planning, Medical Concierge Services
Areas of Specialization: Retirement planning

A Note from Shawn:

Throughout my career in the insurance industry , I have focused on helping individuals , particularly those approaching retirement, securing a financially stable future . With a deep understanding of the unique challenges faced by clients nearing retirement age , I specialize in creating bespoke, tailored retirement plans that address their specific needs and goals . By offering personalized guidance, I help clients navigate the complexities of retirement planning, ensuring they have the right solutions in plan for a comfortable and worry- free retirement. Whether it’s optimized income streams, protecting assets, or managing risks, I am committed to providing comprehensive strategies that give my clients peace of mind for their golden years.