Getting Started

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You may also request a personalized analysis.

About Shawn M. Dugan, President

I specialize in working with people who prefer a conservative strategy that protects a portion of their savings from market risk. I often use fixed annuities to protect savings, provide tax-deferred growth and guarantee retirement income.

I would be delighted to meet with you to discuss your needs and goals. Please contact me if you would like to talk on the phone, attend a seminar, or have a personal meeting.

Key benefits I specialize in:

  • Plan for guaranteed retirement income.
  • Accumulate savings on a tax-deferred basis.
  • Minimize investment risk.
  • Preserve Principal.