Jim Shagawat
CFP® – Certified Financial Planner™ · ChFC® – Chartered Financial Consultant® · MBA – Master of Business Administration
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In-Person
Specialties
About Me
About Jim Shagawat, CFP®, ChFC®, MBA Hi, I'm Jim Shagawat.
With nearly 20 years in the industry, I'm dedicated to helping clients feel confident and in control of their wealth. My mission is to help clients retire with peace of mind and a worry-free financial outlook. My experience encompasses Comprehensive Financial Planning, Business & Tax Planning, and Retirement Income Planning. Together, we'll focus on protecting and diligently managing your assets, set meaningful financial goals, devise a clear and actionable strategy, and help to ensure you're prepared for both the expected and unexpected. Additionally, I can collaborate with your Attorney/CPA to help safeguard your estate. My ultimate aim is to simplify and bring clarity to your financial world. Let me guide you on your journey to a seamless retirement.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP® – Certified Financial Planner™, ChFC® – Chartered Financial Consultant®, MBA – Master of Business Administration
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
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