Plan for tomorrow, today.

We were established in 2002. You can depend on us with our many years of experience.
Many Americans are not prepared for financial curveballs that can strike without warning. We represent multiple A Rated Insurance Companies so we can customize a plan just for you, your family, or business
We educate, inform and get to know each of our clients so we understand your unique needs, You can sleep well at night knowing that all that is important to you is properly protected.
Our advice is always free. We are licensed in multiple states. Ask us if we can help you.

We have years of experience helping clients prepare for the unknown while meeting their financial goals.
Ask us about:
Retirement planning
Debt elimination
401K Rollover
Tax free retirement
Life Insurance
Education Funding
Mortgage Protection
Burial & Final Expense Coverage
Living Benefits
As an independent agency, we can access many different products so we can find the right products and services for your personal and unique needs.



We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Our goal is to educate you on options that best fit your individual needs to putting you, your family, or your business in a better financial position. Our services help position your family to tackle life’s little surprises so you don’t become a statistic.

At Shamus Financial, we prioritize your financial well-being by offering personalized, clear, and straightforward financial planning. We take the time to understand your unique goals and challenges, providing tailored advice and transparent, easy-to-understand information. Our commitment to proactive support means we regularly review and adjust your plan to ensure it meets your evolving needs, making financial management hassle-free.
Our dedicated team is here to simplify the complexities of financial planning, ensuring that you make informed decisions with confidence. We strive to build lasting relationships based on trust, reliability, and exceptional service. At Shamus Financial, we’re not just your advisors – we’re your partners in achieving a secure and prosperous future. Contact us today to plan for tomorrow, today.

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our clients every expectation.
Call us today to learn about long and short term strategies that will help you realize your financial dreams.
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