Shawn Tidwell Email & Phone Number

Park City, Ut, Us

Park City, Ut

Greater Denver Area

As Principal, Shawn is responsible for new client development and serves as advisor to high net worth families, family offices, community banks and business owners. His core competency is in the design, implementation and administration of life insurance solutions. Shawn works closely with the client’s estate planning attorney, accountant and other advisors to consider improvements to their planning that would hedge risks, improve liquidity and minimize tax. Shawn has experience… Show more As Principal, Shawn is responsible for new client development and serves as advisor to high net worth families, family offices, community banks and business owners. His core competency is in the design, implementation and administration of life insurance solutions. Shawn works closely with the client’s estate planning attorney, accountant and other advisors to consider improvements to their planning that would hedge risks, improve liquidity and minimize tax. Shawn has experience advising on estate planning, business succession planning, executive benefit and income tax management strategies. He also regularly analyzes existing insurance coverage and plans to provide an independent review.Financial Designs leaves money management services to other professionals. However, Shawn is a registered representative of M Holding Securities, which allows him to place variable life insurance when appropriate. Additionally, he provides private placement life insurance for clients that are accredited investors and qualified purchasers.Securities Offered through M Holdings Securities, Inc.,A Registered Broker/Dealer. Member of FINRA/SIPCFinancial Designs Ltd. is independently owned and operated. https://mfin.com/social-media-disclosure Show less

Greater Denver Area

• Designed, developed and oversaw life insurance recommendations for new and existing clients.• Placed over $200mm of new life insurance coverage.• Provided extensive analysis and consultation regarding wealth transfer, buy/sell, executive benefit and estate planning.• Oversaw the servicing of over $2 billion of life insurance for existing clients.• Advised on numerous split dollar plans involving $100s of millions in cash value.• Served as President and member of the firm’s… Show more • Designed, developed and oversaw life insurance recommendations for new and existing clients.• Placed over $200mm of new life insurance coverage.• Provided extensive analysis and consultation regarding wealth transfer, buy/sell, executive benefit and estate planning.• Oversaw the servicing of over $2 billion of life insurance for existing clients.• Advised on numerous split dollar plans involving $100s of millions in cash value.• Served as President and member of the firm’s management team. Show less

• Developed and updated financial plans to help clients reach their financial objectives and aid with developing tax strategies and estate plans.• Managed client portfolios to optimize returns within the client’s risk profile.• Analyzed investment alternatives for clients from the thousands of available mutual funds, stocks, bonds, private equity funds, managed futures, etc.

• Audited financial statements through variance analysis, transaction validation, and interviews with accounting personnel.• Tested internal controls design and implementation.• Helped develop auditing testwork strategies for complex transactions and challenging forensic situations.

Master Of Taxation, (Tax Llm Program)

Bach., Accounting

• Started on the Div. IAA football team. • Graduated With Honors • Was selected as a Member of the Student Managed Investment Fund.

Ass., Bus. Admin.

Activities and Societies: Football

Education record

Activities and Societies: Football