Our Services
Effective investment planning and sound portfolio construction are keys to pursuing your goals. An effective plan can mean the difference between fortune and misfortune.
Markets rise and fall. Portfolios fluctuate. Tax and estate laws are revised and repealed. The parameters of wealth will change. As the result of marriage, inheritance, retirement, birth and death, so will your circumstances. Shawn is committed to anticipate the impact of any changes in your life and to act accordingly.
Through proven comprehensive wealth management strategies, Shawn helps his clients build their dreams.
You may be concerned about maintaining your lifestyle and making sure you will continue to have a reliable income. You may wonder about the impact of market losses or inflation will have in maintaining your desired lifestyle.
These and other factors make it important for you to develop a sound plan aimed at building and protecting your assets so you can enjoy the life you deserve.
Your wealth will be part of your legacy, and so it needs proper attention. A good wealth management plan should also help create and implement strategies so you can pass wealth to future generations while minimizing the tax impact.
We provide Comprehensive Wealth Management services including:
· Comprehensive Financial Planning
· Fee-Based Asset Management *
· Investment Portfolio Analysis
· Tax Management
· Retirement Income Strategies
· Estate Planning and Trust Services
· Risk Management
· Executive Compensation Planning
· Stock Option Analysis
We offer a full range of non-proprietary products including:
· Stocks
· Bonds
· Exchange Traded Funds
· Separate Managed Accounts
· Mutual Funds
· Annuities
· Life Insurance
· Long Term Care Insurance
· 529 College Saving Plans
· Alternative Investment: Real Estate, Oil & Gas Programs, Managed Futures, Hedge Funds
*Asset Management services offered through LPL Financial.
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