As the President of Strategic Financial Solutions, Inc., Shawn Weera holds extensive experience in a wide variety of financial services.
With over 20 years of experience in the field, he has focused on numerous topics and specialities throughout his professional career to ensure each client’s individual needs are met.
His specialized areas in financial planning include the following:
- Annuities – Generate a stream of income and increase savings for retirement with a variety of annuity products including fixed annuities and fixed index annuities.
- Asset protection – Shawn Weera advises his clients to stay on top of protecting their assets early to maintain their saved and earned wealth overtime.
- Charitable giving – Donating gifts to charity is a great way to give back to the community while also providing yourself with beneficial tax breaks. Shawn Weera can help you develop a great plan of action for charitable giving to match your circumstances.
- Estate planning – Estate planning is a unique process for each client designed to manage and preserve your assets during your lifetime and maintain control of their distribution following your death in adherence to your wants, needs, and overall objectives.
- IRA, 401K & 403B Rollovers – If you are making a career change or considering a change in your retirement plan, Shawn Weera can help you understand your options and help you gain more flexibility with your investments.
- Social Security – Shawn Weera works directly with clients to maximize social security benefits while considering timing, marital status, and other lesser known strategies that have proved effective throughout his professional career.
- Retirement Income Planning – The average number of years individuals stay in retirement has increased with an overall higher life expectancy. Shawn Weera helps his clients develop retirement income planning strategies that guarantee income and savings throughout retirement.
When it comes to your financial future, it is crucial to start planning as early as possible and understand all of your options. As an experienced financial services professional, Shawn Weera develops unique strategies for every client that walks through his door, setting them up for financial success throughout their lifetime.