Shaun V. Washington, MBA Financial Representative

Shaun V. Washington, MBA Financial Representative I'm committed to helping you get closer to your dreams. I strive to provide you the best experience possible.

When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free.

You don’t have to overspend to make your holidays memorable. Reach out if you want to talk about how to budget for life’...
11/24/2025

You don’t have to overspend to make your holidays memorable. Reach out if you want to talk about how to budget for life’s big moments. http://spr.ly/618271m5O

11/20/2025

When you said I do, you didn’t mean “I do the bills, and you do the vibes.” The right time to get on the same financial page is right now, and I can help even if you and your partner have different financial styles.

11/17/2025

If you’re a high-income earner or have substantial wealth, these tried-and-true year-end tax strategies are for you. Reach out so we can start planning. http://spr.ly/61817EcU9

11/12/2025

I can help you stay on track to meet your long-term goals, regardless of your pesky water heater. The right time to plan is right now.

The new tax law includes several provisions that could significantly impact older adults’ finances. Read this article to...
11/12/2025

The new tax law includes several provisions that could significantly impact older adults’ finances. Read this article to learn more about how the changes may affect you; then reach out so we can start planning. http://spr.ly/618978PDF

11/06/2025

While fall scented candles are amazing, they burn out. A solid financial plan can last a lifetime. I can help you build one you’ll love every season.

11/05/2025

Having no plan for long-term care is a financial blind spot for many individuals and families. Take the opportunity now to talk about options and plan ahead; your future self (and your loved ones) will thank you! http://spr.ly/61887EUwQ

10/29/2025

Let’s get your financial plan in place and make the real scary things a little less scary.

You may be retired but you still should review how your finances stand before the end of the year to keep you and your m...
10/29/2025

You may be retired but you still should review how your finances stand before the end of the year to keep you and your money on track. Please reach out if you have any questions. http://spr.ly/6181AtABW

Want to feel financially prepared for your new century modern you’ve had your eye one? These 7 considerations are a grea...
10/23/2025

Want to feel financially prepared for your new century modern you’ve had your eye one? These 7 considerations are a great place to start. Reach out to me if you want to take financial preparedness to the next level. The right time is right now.

Right now is the right time to look for blind spots and opportunities for your money. Together we can get a clear view o...
10/22/2025

Right now is the right time to look for blind spots and opportunities for your money. Together we can get a clear view of your whole financial picture—insurance and investments—to help make next year even better. http://spr.ly/6182A9JJY

Job changes happen. It shouldn’t affect your protection. Our personal life insurance policies stick around and are a goo...
10/22/2025

Job changes happen. It shouldn’t affect your protection. Our personal life insurance policies stick around and are a good supplement to coverage that may not be enough. Let’s get started.

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2160 Satellite Boulevard Ste 100
Duluth, GA
30097

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