Shawn Agan

Shawn Agan Email and Phone Number

Comprehensive Wealth Management, Certified Financial Planner, Tax Reduction Specialist @ Noble Birch Wealth Management
davenport, iowa, united states
Shawn Agan's Location
Davenport, Iowa, United States, United States
About Shawn Agan

Shawn Agan is an independent Certified Financial Planner™ affiliated with LPL, the largest independent broker/dealer. Shawn provides independent, unbiased financial advice and services to those actively planning for, and in, retirement. Services include:InvestmentsTax Preparation*Estate PlanningInsuranceRetirement PlanningDisclosure: Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. *Tax preparation offered through Noble Birch Tax Preparation, LLC. Noble Birch Wealth Management, LLC, Noble Birch Tax Preparation, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.noblebirch.com.

Shawn Agan's Current Company Details
Noble Birch Wealth Management

Noble Birch Wealth Management

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Comprehensive Wealth Management, Certified Financial Planner, Tax Reduction Specialist
davenport, iowa, united states
Website:
noblebirch.com
Employees:
2
Shawn Agan Work Experience Details
  • Noble Birch Wealth Management
    Certified Financial Planner
    Noble Birch Wealth Management Jan 2002 - Present
    Davenport, Iowa Area
    Provide comprehensive financial services to clients actively planning for retirement. Financial services include: Investments, Tax Services, Insurance, Estate Planning, Retirement Planning, Social Security Optimization, Medicare Supplements.
    View
  • Phoenix Suns
    Suns/Diamondbacks Director Of Human Resources -Benefits, 401K, Pension, Employment Mgr
    Phoenix Suns 1992 - 1999
    Phoenix, Az
    View

Shawn Agan Skills

Investments Alternative Investments Managed Money Tax Advantaged Investment Strategies Tax Preparation Tax Advisory Tax Returns Inheritance Tax Planning Estate Tax Planning Personal Income Tax Returns Tax Planning Life Insurance Medicare Supplements Long Term Care Insurance Health Insurance Retirement Planning Retirement Income Strategies Iras Roth Ira Traditional Ira Sep Ira Stocks Mutual Funds Variable Annuities Financial Planning Financial Services Wealth Management Wealth Preservation Investment Strategies

Shawn Agan Education Details

Frequently Asked Questions about Shawn Agan

What company does Shawn Agan work for?

Shawn Agan works for Noble Birch Wealth Management

What is Shawn Agan's role at the current company?

Shawn Agan's current role is Comprehensive Wealth Management, Certified Financial Planner, Tax Reduction Specialist.

What schools did Shawn Agan attend?

Shawn Agan attended Arizona State University, State University Of New York College At Oswego.

What skills is Shawn Agan known for?

Shawn Agan has skills like Investments, Alternative Investments, Managed Money, Tax Advantaged Investment Strategies, Tax Preparation, Tax Advisory, Tax Returns, Inheritance Tax Planning, Estate Tax Planning, Personal Income Tax Returns, Tax Planning, Life Insurance.

Who are Shawn Agan's colleagues?

Shawn Agan's colleagues are Eric Sommers.

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