Solutions That Work
Health, Life, Medicare, Retirement Planning, Social Security & Business Consulting
Services We Offer
Retirement Planning and Social Security Planning
Retirement Planning and Social Security Planning
Retirement Planning and Social Security Planning
Are you ready to Retire? So many things to consider! Please take advantage of our complementary consultation to start your retirement planning process. Click here for your risk assessment.
Now that baby boomers are in their 60s, it is time to take a fresh look at Social Security as an important source of retirement income.
Everyone
Are you ready to Retire? So many things to consider! Please take advantage of our complementary consultation to start your retirement planning process. Click here for your risk assessment.
Now that baby boomers are in their 60s, it is time to take a fresh look at Social Security as an important source of retirement income.
Everyone wants to know when to start collecting Social Security. We offer solutions!
Our Social Security analysis program will provide you the knowledge to make informed decisions when you need it the most! Schedule your complementary consultation today!
Medicare Plans and Enrollment Assistance
Retirement Planning and Social Security Planning
Retirement Planning and Social Security Planning
Medicare was never meant to cover all your doctor and hospital bills. That's why its so important to know about the choices you have available AND what works best for your individual needs and budget.
Don't fall victim to advertisements that say a Medicare Plan includes all things and cost $0, that is not the truth! We'll explain the details so you understand. .
Health Insurance
Retirement Planning and Social Security Planning
Health Insurance
Do you find it confusing when searching for Health Insurance? We offer clarity in understanding health plans, ACA (Affordable Care Act) and alternative options so you can choose the right plan for you and your family.
Life Insurance
Business Consulting
Health Insurance
We understand that every client has unique insurance needs. That's why we offer customized insurance solutions tailored to your specific situation. We work with you to understand your needs and provide the best coverage options.
Long Term Care
Business Consulting
Business Consulting
When it comes to planning for retirement, many people are missing a key piece of the puzzle: a strategy for covering potential long-term care (LTC) costs later in life.
LTC is an event and its related expenses need to be planned for, just like any other aspect of retirement. Planning now will give you more choice, control and flexibility t
When it comes to planning for retirement, many people are missing a key piece of the puzzle: a strategy for covering potential long-term care (LTC) costs later in life.
LTC is an event and its related expenses need to be planned for, just like any other aspect of retirement. Planning now will give you more choice, control and flexibility to make your vision for the future a reality. We have helped our clients find the right coverage at the right price and we can help you too.
Business Consulting
Business Consulting
Business Consulting
Running a small business is incredibly demanding, with owners stretched thin across legal, HR, operations, and more. One critical area that often gets overlooked? The financial health and future of your business. That's where our team can be an invaluable partner.
We specialize in providing comprehensive financial guidance tailored for sm
Running a small business is incredibly demanding, with owners stretched thin across legal, HR, operations, and more. One critical area that often gets overlooked? The financial health and future of your business. That's where our team can be an invaluable partner.
We specialize in providing comprehensive financial guidance tailored for small business owners like you. Our team will work closely with you to understand your unique situation and develop customized solutions, including:
Business Structure & Planning
- Strategic advice on optimizing your business structure
- Cash flow analysis to project future needs
- Succession and exit strategy planning
Risk Management
- Insurance coverage evaluation (liability, disability, cyber, etc.)
- Implementation of policies to protect you, partners, and key employees
Employee Benefits
- Design and rollout of retirement plans (401k, etc.)
- Competitive benefits packages to attract/retain top talent
Owner's Retirement
- Personal wealth management for your post-business assets
- Tax-efficient investment strategies for a lump sum from an exit
Don't go it alone. We deeply understand the unique challenges small business owners face. We're here to be your trusted guide, helping maximize value while providing peace of mind about your company's future. Reach out today to discuss how we can support you.
Why Choose Shawn Retirement Services?
We Listen, We Clarify and We Educate
At Shawn Retirement Services, we believe that life is an incredible journey with many exciting chapters and important moments. We are here to offer you Solutions That Work, to help you navigate through all the ups and downs with confidence and security.
Whether you are single, a family with big dreams, an entrepreneur looking to take the next step, or someone eagerly anticipating a fulfilling retirement, we are dedicated to creating personalized solutions that fit your unique story.
Our mission is to empower you through every transition in life, ensuring that you feel supported and prepared for whatever comes your way. With Shawn Retirement Services, you can trust that we have your best interests at heart and are committed to helping you thrive at every stage of your journey.
Why have life insurance?
As a young mother with a precious daughter, ensuring my family's well-being is my driving force. While the thought of leaving them is unbearable, life's uncertainties demand I plan ahead. Beyond the potential loss of income, my absence would deeply impact the countless ways I contribute to our household.
From managing our small family business and handling all domestic responsibilities, to being a devoted full-time caregiver for my daughter and tending to our daily needs – my role is invaluable. If I were to pass away unexpectedly, my husband would face immense challenges in filling the void I leave behind.
That's why life insurance provides me with the ultimate reassurance. With a policy safeguarding my family, they would receive a tax-free death benefit, not just to maintain our lifestyle, but to compensate for the immeasurable loss of my labor of love. My daughter's future remains secure, my husband gets the support he needs, and our dreams remain intact.
Life insurance is my promise to protect and provide for them, always. It allows me to embrace every moment, knowing their tomorrows are taken care of – a lasting legacy of a mother's unwavering devotion.
Our Team
Neil Shawn
Michelle Shawn
Michelle Shawn
With over four decades of experience in the financial services industry, Neil has an extensive knowledge base in personal, business, and financial planning. He believes that most obstacles to success stem from a lack of knowledge and well-defined goals, rather than a lack of effort. This often leads people to fear failure or not measurin
With over four decades of experience in the financial services industry, Neil has an extensive knowledge base in personal, business, and financial planning. He believes that most obstacles to success stem from a lack of knowledge and well-defined goals, rather than a lack of effort. This often leads people to fear failure or not measuring up, whether in personal, business, financial, or legacy matters.
Neil is confident about two things:
- He will work diligently to find solutions that work for and with you.
- Meeting with him will not be a waste of your time.
Michelle Shawn
Michelle Shawn
Michelle Shawn
Michelle specializes in Retirement and Medicare Planning providing clear guidance to navigate through all of its nuances.
She passionately works with people who are in transitional stages of life. Whether its a new addition to a family, a career change or loss of a loved one. All of these events bring change and different needs. She'
Michelle specializes in Retirement and Medicare Planning providing clear guidance to navigate through all of its nuances.
She passionately works with people who are in transitional stages of life. Whether its a new addition to a family, a career change or loss of a loved one. All of these events bring change and different needs. She's here to walk you through each one with understanding, guidance and care.
Kaitlyn Brown
Michelle Shawn
Kaitlyn Brown
Kaitlyn is a licensed Insurance Agent serving our community with her specialty in Life and Health insurance.
Kaitlyn is kindhearted, insightful and a tremendous asset to our team. You'll love working with her!