Shaughnessy and Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Mike Peterson

Mike Peterson

AAMS®

Financial Advisor

Vice President
Visit Mike Peterson's website

Team

JASON SWOBE

JASON SWOBE

Registered Client Service Associate

NANCY BRUNDAGE

NANCY BRUNDAGE

Client Service Associate

Issac Preis

Issac Preis

Registered Client Service Associate

Qualifications

  • Series 7, 66
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