Shana Despres, CFP®, ChFC®, CASL®

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

• Comprehensive Financial Planning
• Retirement Planning and Pension/Qualified Plan Transfers/ Rollovers
• Disability Income Insurance
• Estate Planning and Conservation Strategies
• College Planning and Education Funding Strategies
• IRA Consolidation/Rollovers
• Tax Deferral Strategies
• Long-Term Care Insurance
• Education Planning/529 Plans/Coverdell Accounts
• Business Continuation Planning
• Medicare Supplement Coverage
• Pension Payout Alternatives
• Charitable Giving Strategies
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Life Insurance and Mortgage Protection
• Group Benefits/ Qualified Plans for Businesses
• Asset Allocation/ Diversification
• Alternative Investment Strategies
• Fixed and Variable Annuities

QUALIFICATIONS

• CA Insurance Lic. 0E48626
• Licensed to sell Variable Life & Health Insurance & Annuities in AZ, AR, CA, FL, GA, IA, MI, NC, NJ, NV, OH, OR, RI, TX, WA
• Registered to offer Securities products in AZ, AR, CA, CO, FL, GA, IA, MI, NC, NJ, NV, NY, OR, RI, SC, TX, WA
• 20 Years Experience
• Leaders Conference Qualifier (2005, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022)

PERSONAL

• 26 year resident of Phoenix, Arizona
• Family: Married to Craig for 30 years and three children - Grace, Luke and Angeleeya
• Hobbies: Reading, Running and Hiking
• Bachelors Degree- University of Michigan 1992