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How Shaun Supports Clients

Shaun specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore this website and the wealth of information gathered here. Shaun offers personalized, hands-on service. He educates clients on financial concepts and products, and takes the mystery out of investing, insurance, estate conservation, and preserving wealth. He understands the many challenges of retirement today and knows the biggest concern for many is outliving their money. He focuses on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

529 Educational Savings

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term Care Insurance

For more information, send him a quick email or call the office. He would welcome the opportunity to speak with you.

shaun.sweeney@ceterainvestors.com   |  412-680-5076