Shanell Foster
Financial Advisor @Thrivent
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WORK HISTORY
Financial Advisor @Thrivent
Wellington, FL, US
Specializes in helping Professionals, Business Owners and Executives grow wealth for the future through tax efficient strategies! Our thoughtful, comprehensive guidance can help you achieve your financial goals while caring for what matters most.Through ongoing planning, we can help you become more secured in the areas of:• Retirement Savings and Planning, including employer sponsored retirement plans/401k, Annuities and IRAs• Business Continuation Planning, including buy-sell agreements and incentives to retain and reward key persons• Health Insurance for Business Owners and employees including medical, dental and vision• Investment and Portfolio Management including Brokerage, Managed Accounts and Mutual Funds.• Risk Management & Insurance Planning, including Life Insurance, Disability Income Insurance and extended care insurance• Tax Planning for Professionals and Business Owners working with your CPAs and tax professionals• Legacy and Estate Planning working with your estate attorney• College Savings and Education Funding Strategies• And Charitable Planning to give back to charities, churches and causes that matters to you!Let\'s start a conversation today about your future! Connect with me at 56••••••79.
EDUCATION
Central Michigan University
Master of Business Administration (MBA)
The University of the West Indies, Mona
Bachelor of Science, Banking and Finance
Yale School of Management
Executive Education Certificate , Investment Management Theory and Practice
SKILLS
ABOUT SHANELL FOSTER
For over 100 years, Thrivent has been helping people build their financial futures and…
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