Shana Despres

Shana Despres

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, CA, FL, GA, MI, NC, NJ, NV, OH, OR, TX, WA
  • Registered to offer Securities products in AZ, CA, FL, GA, MI, NC, NJ, NV, NY, OH, OR, SC, TX, WA
  • 20 Years Experience
  • Leaders Conference Qualifier (2005, 2015, 2016, 2017, 2018)

PERSONAL

  • 20 year resident of Phoenix, Arizona
  • Family: Married to Craig for 20 years and three children - Grace, Luke and Angeleeya
  • Hobbies: Reading, Running and Hiking
  • Bachelors Degree- University of Michigan 1992

ORGANIZATIONS

  • Member of Mountain Valley Church
Phone (480) 638-2203
Fax (480) 638-2200