Broker Check
Shawn  Applegate

Shawn Applegate

Financial Services Professional

Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement income solutions
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies.

 

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your needs
  • Implement your strategy with products and services that help meet your needs.

 

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

 

CRN202008-234829