Safe Money Specialist

While over the years we have been awarded numerous accolades, trips, and recognition for the work we do, the biggest awards we have received are the true friendships we have built over the years with clients. To us, clients are family, and what is most important is that we help you protect your family as much as we would protect my own.

Through my experience, We have learned how to help people in unique ways that work for them and how to get market yields without experiencing any risks that may otherwise be devastating. I've learned how to position families’ income at retirement and during the distribution phase to ensure income is tax-free and, therefore, does not affect your Part B premium for Medicare, count against college funding for your children, or count against your social security income. We desire to ensure you pay the lowest premium possible while obtaining the greatest earnings.

We love the work we do, my clients, and the smiles we have had the pleasure of seeing on my clients' faces when their hard work, earnings, and planning we helped provide are realized. As well as working with individual families, We currently work with 30+ companies and other professionals such as attorneys and CPAs. We help business owners with retirement planning, employee benefits, and securing their livelihoods. Our experience covers a variety of offerings, such as maximizing your annuities, executive bonus programs, key person financial loss coverage, college funding, legacy building, income protection, buy-sell agreements, estate planning, pension maximization, and retirement planning.

Our biggest goal at Shilby Financial is for every family or company we meet to make more money, have more security, and feel truly taken care of. There is too much worry in the world, and I want to provide you with peace of mind. I can't wait to hear from you, meet with you, and help build your wealth!