Shannon Simon

Having spent 21 years working in retail, Shannon understands the challenges facing retail executives, as well as those who are focused on developing their careers. Shannon knows the importance of making your career a priority. Shannon is able to help his clients focus on their career, by taking over the day-to-day worry of planning their financial future. Retirement planning might seem like a distant goal, but planning today, will ensure you are prepared for those unexpected life events. That’s where having a financial professional that is focused on your financial future today, can give you more confidence to help ensure you are focused on your career and not the future.

Having dealt with several major crisis events during his career, Shannon has seen first-hand the benefits of proper planning, communication and teamwork can have on a situation. That is why Shannon’s priorities are those of his clients. Shannon takes the time to understand his client’s goals (both short-term and long-term) by doing a thorough assessment during the initial consultation, then developing a comprehensive and customized investment plan to fit the needs identified. Shannon knows that life has a funny way of throwing curves at us, as a result he monitors and adjusts investment plans to meet the ever changing needs of his clients.

Shannon is prepared to assist his clients with a broad selection of resources including:

Financial Planning
• Retirement plan rollovers
• 401(k) Planning/Review
• Wealth Management
• College Plans
• Estate Plans

Investments
• Roth/Traditional IRA
• SEP IRA
• Bonds
• 401(k) Rollover
• Unit Investment Trusts
• Stocks
• Mutual Funds

Insurance
• Fixed & Variable Annuities
• Life Insurance
• Long Term Care Insurance
• Disability Income

Securities offered through Securities America Inc, a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc, a registered investment advisor. Forest Hills Financial and Securities America are unaffiliated.

Shannon is securities licensed in the following states:
CA, DC, FL, GA, IN, LA, MD, MI, MS, NC, NM, OK, TX, VA

All Third Party Posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advise.
www.finra.org and www.sipc.org