Overview

Since beginning his career in 1998, Sean has focused his efforts on determining the needs and desires of his clients, recommending client based solutions. He has surrounded himself with a team of professionals that all specialize in different disciplines of financial planning. This niche allows clients to customize their preparations for the future. Sean is known for his creative ideas and focuses on an efficient process that involves all areas of planning to help clients achieve their personal financial goals and dreams.
Sean and his team provide services that include the following:
1. Comprehensive Fee Based Financial Plans
2. Risk Management Strategies for life insurance, annuities, disability income insurance, and long-term care insurance
3. Investment Wealth Management
4. Tax Minimization Strategies
5. Retirement plans and Distribution Strategies
6. Business Planning
7. Employee Benefits*
Being able to purchase a book of business.

Last Activity
6 months or more

Business Data

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Resources
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