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 Domiciled in AZ
• AR Insurance Lic. 1003546 Domiciled in AZ
• Licensed to sell Variable Life & Health Insurance & Annuities in AR, AZ, CA, FL, GA, IA, IL, MI, MN, NC, NJ, NV, NY, OR, PA, RI, TN, TX, WA
• Registered to offer Securities products in AR, AZ,  CA, CO, CT, FL, GA, IA, IL, IN, KY, MI, MN, NC, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, VT, WA, WI, WV
• 29 Years Experience
• Leaders Conference Qualifier (2005, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024)

PERSONAL

• Resident of Phoenix, Arizona since 1996
• Family: Married to Craig for 33 years and three children - Grace, Luke and Angeleeya
• Hobbies: Reading, Running and Hiking
• Bachelors Degree - University of Michigan 1992