Shawna McKinney Moore
Helping Healthcare Workers, Educators, First Responders, Contractors & Business Owners Maximize Retirement & Build Financial Confidence | Author of Retire with Moore | Top of the Table MDRT
- Role
- CEO Financial Advisor at Moore Wealth Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Shawna McKinney Moore
Shawna has over 25 years of experience in the insurance and financial services industry…
Experience
CEO Financial Advisor
Feb 2013 — Present
At Moore Wealth Management, we are committed to delivering personalized financial guidance based on honesty, integrity, and exceptional service. Our goal is to partner with you to help you achieve your financial aspirations, providing a comprehensive approach to retirement planning that covers investments, insurance, risk management, tax strategies, and estate planning.Whether you’re planning to pass on your legacy, need a fresh perspective on your retirement plan, have questions about rolling over your 401(k), or want straightforward advice on minimizing taxes, we’re here to help.We take the time to give each client our full attention, ensuring that we offer the ongoing support and tailored advice needed for long-term retirement success. At Moore Wealth Management, we understand that every financial journey is unique. That’s why we work closely with you to create a customized plan that reflects your specific needs and goals.Our services include:Retirement Income PlanningSocial Security MaximizationWealth and Portfolio ManagementIRA/401(k) RolloversTax Planning and MinimizationFamily Legacy and Estate PlanningWe’re here to help you not only reach your financial potential but also enjoy your retirement with confidence. You’ve worked hard to get here; let us help you make the most of it.Investment advisory services offered through Moore Wealth Partners, LLC, a Registered Investment Advisor. Insurance products and services are offered through Moore Wealth Management, LLC, an affiliated company. AZ #57•••54, CA #0I20236, FL #W519107, NV #33•••01, OR # 57•••54, TN #30••••••59, TX #30•••98, WA #150069
Education
Dwight D Eisenhower High School
High School Diploma
1994 — 1998
Yakima Valley College
Business Administration and Management, General
Fullerton College
Business Administration and Management, General
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