Shawn Plunkett
Financial advisor serving individual investors | Focusing on solutions for business owners, executives and retirees
- Role
- Financial Advisor at Edward Jones
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Shawn Plunkett
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Experience
Financial Advisor
Jan 2018 — Present
Skills
- 401k
- Executive Benefit Strategies
- Key Person Insurance
- 403b
- Sep Ira
- Simple Ira
- Variable Annuities
- Fixed Annuities
- Asset Allocation
- Business Continuation Strategies
- Business Overhead Expense
- Buy-Sell Agreements
- Buy-Sell Review
- Charitable Giving
- College Fund Strategies
- Deferred Compensation Plans
- Dental Insurance
- Disability Income Insurance
- Estate Planning
- Executive Benefits Strategies
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- Iras (Traditional & Roth)
- Long-Term Care Insurance
- Mutual Funds
- Pension Plans
- Salary Continuation
- Series 7, 66 Registrations
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Universal Life Insurance
- Wellness Programs
- Wealth Accumulation
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