The purpose of this page is to provide ongoing information that can help phone company union members better understand their benefits and overall financial planning toward retirement. Shawn is a designated Chartered Retirement Planning Counselor and has extensive experience with phone company pensions and 401k savings plans. This unique combination of credentials gives him the ability to counsel p
eople in a personalized way that is specific to what they need to know when it comes to retiring from the phone company. Shawn’s thirty plus years of experience in working with phone company employees qualifies him in all areas of retirement planning including retirement income plans as well as social security timing. His process includes discovery of each person’s retirement goals and objectives, their individual risk tolerance which help him create a plan unique to the client with whom he is working. Part of a successful retirement is being well informed and Shawn is committed to educating people even before they become clients. His bi-monthly, educational workshops are guided and defined by his experience with phone company benefit plans. In addition to his educational workshops which cover over a dozen topics, Shawn offers pre-retirement services including Independent Pension Analyses and 401K reviews. Learn more at http://www.nettworth.net/event/montvale
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and NettWorth Financial Group are not affiliated. Your company and/or representative Union does not sponsor or endorse NettWorth. NettWorth Financial Group is located at 155 Chestnut Ridge Road, Montvale, NJ 07645 (201) 746-9180. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
