We work with Healthcare Professionals to Invest with Confidence
Growing Your Dreams into Reality!
Our Team
Michelle Shawn, RICP®
Throughout my career in Financial Services, I've observed how uniquely people approach money. While many of my clients in the Healthcare field feel confident about their financial opportunities, I've noticed that others—particularly women—often feel less at ease when making financial decisions.
As your Financial Advisor, I'm here to help you move past uncertainty and create harmony between your finances and your vision for a fulfilling life. Together, we'll shift your perspective, viewing money as a powerful ally that protects what you cherish and builds the financial future you desire and deserve.
There's no better moment than now to embark on this financial journey. Every passing day offers fresh chances to strengthen and expand your financial health. Together, we can design a tailor-made financial strategy that not only propels your aspirations forward but also fortifies you against life's unforeseen twists and turns.
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Outside of work, I enjoy hiking, golf, skiing and spending time with my husband, our family and friends. I also enjoy mentoring women and lead a Women's Bible Study at our church.
Neil Shawn
Founder of Retirement & Investment Planning, Inc., 2008.
Neil has always been passionate about people and building their wealth. He began his career in the Insurance and Financial Services Industry in 1987 where he excelled and acquired a vast array of knowledge and experience.
Today, he manages all the operations of Retirement & Investment Planning, Inc. and additionally, provides Consulting Services and Insurance through our affiliated company.
In his spare time, he enjoys hiking, golf, skiing and spending time building memories with family and friends.
Kaitlyn Brown
Kaitlyn is part of our team and as a Client Service Associate her role includes helping with clients, scheduling meetings and attending to client’s needs.
Kaitlyn is happily married to Justin and they have one daughter, Cali.
Contact Us
Just remember....It's never too late to start! If you are thinking that this might be the right time for you to consider partnering with an advisor to take control of your money and continue to build your wealth, I can't wait to connect! Talk with you soon, Michelle
Retirement & Investment Planning, Inc.
Hours
Monday - Thursday: 8:30am - 5pm
Friday: 8:30 am - 3pm
Services- Find out your Risk Score
Asset Management Fee Based
Asset Management Fee Based
Asset Management Fee Based
Business Consultation
Asset Management Fee Based
Business Consultation
Educational Planning
Educational Planning
Business Consultation
Estate Planning
Educational Planning
Financial Planning
Financial Planning
Educational Planning
Financial Planning
Insurance Planning Life, Health, Medicare
Insurance Planning Life, Health, Medicare
Insurance Planning Life, Health, Medicare
Legacy Planning
Insurance Planning Life, Health, Medicare
Insurance Planning Life, Health, Medicare
Long Term Care Planning
Insurance Planning Life, Health, Medicare
Long Term Care Planning