Shon helped create the Retirement Shield Program to further his dream of helping people reach retirement with confidence and assurance that their money will last. In the Retirement Shield program, Shon is passionate about helping people identify and prepare for the most devastating retirement mistakes: not getting the most from Social Security, not making a lifetime income plan, paying more taxes than necessary, and failing to protect your nest egg from market volatility and fees.
Discover the best way for you to take Social Security benefits without making costly and permanent mistakes
Find out how you can turn your savings into a reliable stream of retirement income that will last as long as you do
Identify opportunities to reduce (or even eliminate) certain taxes in retirement and keep more of your hard-earned savings
Find out how you can both limit downside risk and potentially reduce fees on your retirement accounts
Our team is ready to help you prepare for the retirement of your dreams. Please use the following options to reach out to us.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The purpose of this website is to provide general information on the subjects discussed; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax, legal or investment advice; all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.