Shawn Maloney Retirement Specialist & Insurance Agent
- Certified Retirement Specialist
- Licensed Agent
- NAIFA Member
Committed to Service
Every successful retirement plan and financial strategy starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations.
We'll work with you to create a successful retirement & financial plan based around your specific need and goals. We also offer a number of other services, so we can work at protecting any and all of your personal assets.
Contact us today to customize a strategy that suits you and your future. We can build long- and short-term strategies that will help you realize your retirement success and retire happy!
Planning and Protecting
Fitting clients with the right products and services for you.
We have years of experience helping clients prepare for the unknown while meeting their retirement and financial goals.
We help our clients protect against what can go wrong, so they can invest in what could go right.
We show clients how to grow their retirement savings while protecting it from fees and market risk so they can retire happy!
Retirement
- Retirement planning
- Complimentary Analysis
- Retirement Strategy
- Social Security Optimization & Timing Analysis
- Investment Management
- Retirement Protection
- Roll Overs (401k's & IRA's)
- Annuities
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. We analyze your situation to make personalized recommendations.
Then put together a plan and guidance, which includes accumulation/savings plan and a retirement draw down plan based directly on your needs and goals.
Acting as a fiduciary, we make sure your best interest is always upheld.
We believe in being transparent and educating clients on options.
Why choose Retire Wise, LLC ?
Personable service - work with people who care and have unmatched personal service
Locally owned - we understand and care about our community
Retirement & Insurance partner - continually looking out for your best interests
Custom plans - plans & coverage built around your needs & goals
