Specialties
About Me
Sean has called Central Florida home his entire life and since 2010 has been helping people make their retirement dreams come a reality.
As a Chartered Financial Consultant, Sean prides himself in being a comprehensive retirement planning specialist, having extensive education & experience in the subject areas of Taxation, Risk Management, Estate & Legacy Planning, Investment Management, as well as Retirement Income and Distribution Planning. Outside of serving retirees, he enjoys spending time with his wife & two daughters, fishing, golfing, camping, hiking and traveling.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Advisory services are offered through Aegis Wealth Management, Inc., an SEC registered investment adviser. The firm only conducts business in states where it is properly registered or are excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.