Shawn Weera is a highly successful business coach & consultant as well as a financial planning and insurance expert passionate about helping others.
Shawn Weera has maintained a long and successful professional career in financial planning, health care and insurance services, as well as business coaching and consulting.
Currently, Shawn Weera is the President of Strategic Financial Solutions, Inc. He has over 20 years of experience as a financial planner, helping retirees protect their assets through efficient planning and innovative strategies. Specific areas he has focused on throughout his career in financial services include:
- Reducing and/or eliminating taxes on income and social security
- Maximizing returns on investment assets while minimizing exposure to market risk
- Protecting assets from nursing home expenses
- Avoiding and/or eliminating probate and estate taxes
Similarly, Shawn Weera provides a variety of insurance services to ensure his clients are both financially secure and well taken care of as they reach retirement age. Some of these services include:
- Medicaid Crisis Planning
- Long Term Care Insurance
Additionally, Shawn Weera has dug into the wild world of business as both a coach and consultant. He enjoys working with creative minds and thinkers who are passionate about their business plans but need a little help with the fine details.
Whether he is working with a client on finance, insurance, or business, Shawn Weera holds one thing as key. He holds a strong belief in treating each individual’s case as something completely custom and unique. He meets with each client to carefully and thoroughly discuss their specific needs and goals rather than setting up each client with the “cookie-cutter” approach. These customized strategies provided long term results and peace of mind for each client that walks through his door.
Recognitions and Achievements
Throughout his career and lifetime, Shawn Weera has made many notable achievements with a few listed below:
- Creator of The Strategic Retirement Navigation Process™
- Nationally recognized IRA expert
- Author of the book, “The Equity-Indexed Annuity Handbook”
- Consistently ranked in the top 1% of financial advisors worldwide over the last five years
- Bachelor of Science degree in Accounting from California State University
- Certified as a Master Financial Planner by the American Academy of Financial Management
Shawn Weera is also the author of the book, “The Equity-Indexed Annuity Handbook.” and is the creator of The Strategic Retirement Navigation Process.