Shane P.
Tax and Financial Services Professional
- Role
- Co-founder at Hemlock Financial Group
- Location
- Kingsport, TN, US
- LinkedIn followers
- 500 followers
About Shane P.
Strategic Tax Reduction & Wealth Building for High Achievers Specialized Expertise…
Experience
Co-founder
Dec 2023 — Present · Kingsport, TN, US
We are a full service CPA firm providing a one-stop tax and financial services platform for our clients. Our clients are business owners and higher income families from various backgrounds. We offer tax resolution, tax reduction planning, tax preparation, bookkeeping, financial services, insurance solutions, employee benefits, and more.
Education
Liberty University
Religion, Business
2006
Skills
- Disability Insurance
- Long Term Care
- Tax Reduction
- 401k
- Wealth Accumulation
- Medicare Supplements
- Long Term Care Insurance
- Estate Preservation
- Accident
- Insurance Planning
- Group Health
- Long-Term Care
- Annuity
- Universal Life
- Health
- Money
- Fixed Annuities
- Charitable Gift Planning
- Whole Life Insurance
- Retirement Savings
- Buy-Sell Agreements
- Irrevocable Life Insurance Trusts
- Medicare Part D
- Dental
- Whole Life
- Executive Benefit Strategies
- Insurance
- Health Insurance
- Key Person Insurance
- Donor Advised Funds
- Charitable Remainder Trusts
- Estate Planning
- Critical Illness
- Iras
- Retirement Solutions
- Annuities
- Retirement Income Strategies
- Income Protection
- Survivor Income
- Retirement Planning
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