John Shannon work email
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John Shannon personal email
My focus is helping people reach financial goals and minimizing the risks that threaten them. Over 15 years in financial services, has taught me how to create customized solutions for various situations. Specialized services: Retirement planning, Medicare planning, Risk assessment, College Planning, Medicaid planning, and "performance evaluations" on
Lighthouse Financial Solutions, Llc
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CeoLighthouse Financial Solutions, Llc Jan 2015 - PresentJohnston, IaProvide strategies for protecting assets and income from financial risks. Customized financial planning for all phases of life. Retirement planning includes: Medicare, Social Security, 401K rollovers, Income planning, Legacy planning, Needs analysis, & Risk assessment. Specialized planning includes: College Planning, Medicaid planning, & Performance evaluations (Life Insurance, Health Insurance, LTC, Annuities, Income projections)
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Vp - Risk Management DivisionWealth Builders Inc Apr 2013 - Jan 2015West Des Moines, IaProvide strategies for protecting assets and income from financial risks. Customized financial planning for all phases of life. Retirement planning includes: Medicare, Social Security, 401K rollovers, Income planning, Legacy planning, Needs analysis, & Risk assessment. Specialized planning includes: College Planning, Medicaid planning, & Performance evaluations (Life Insurance, Health Insurance, LTC, Annuities, Income projections)
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Financial ProfessionalLighthouse Financial Solutions Apr 2012 - Apr 2013West Des Moines, IaRetirement Planning, 401K rollovers, Financial Risk Management: (Life, Health, & Long-term Care Insurance), Performance evaluations.
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Independent AgentMillang Financial Group May 2009 - Mar 2012Westown Parkway; West Des Moines, IaRetirement Planning, 401K rollovers, Financial Risk Management: (Life, Health, & Long-term Care Insurance), Performance evaluations,
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Marketing ManagerWealth Builders, Inc May 2006 - May 20094949 Pleasant Street; West Des Moines IowaFulfilled multiple duties and roles in this finanacial planning firm. (Create and track various marketing campaigns, product and portfolio analysis, preparation of reports and sales material, business planning, etc.)
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Marketing - Loan Consolidation SpecialistIowa Student Loan Feb 2001 - Nov 2005West Des Moines, IaBecame an expert on student loan consolidation with both Federal and alternative student loans. Learned specifics on all types of student loan products and the entire financial aid process. Eventually became instrumental in growing the department by 400%. -
Sales AssistantShannon Financial Services Mar 1996 - Sep 2000Euclid Ave; Des Moines, IaAppointment preparation, service work (reallocation requests), documentation for 401K plan review, illustration preparation, appointment scheduling.
John Shannon Skills
John Shannon Education Details
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DmaccBusiness Administration And Management, General -
Southeast Polk High School
Frequently Asked Questions about John Shannon
What company does John Shannon work for?
John Shannon works for Lighthouse Financial Solutions, Llc
What is John Shannon's role at the current company?
John Shannon's current role is Risk Management / Financial Planning.
What is John Shannon's email address?
John Shannon's email address is jo****@****se.asia
What schools did John Shannon attend?
John Shannon attended Dmacc, Southeast Polk High School.
What are some of John Shannon's interests?
John Shannon has interest in Volleyball, Basketball, Camping, Golf, Hunting, Fishing, Softball.
What skills is John Shannon known for?
John Shannon has skills like Medicare Planning, Retirement Planning, Risk Management, Health Insurance, Life Insurance, Long Term Care Insurance, Annuities, 401k Rollovers, Iras, Hybrid And Multi Purpose Products, Long Term Care.
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John Shannon
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