Why Work with us
Our Mission
At Retirement & Investment Planning, our number one priority is YOU. We are passionate about listening, understanding, and partnering with you in growing your dreams into Reality!
Why Work with Us
- We do more than just plan for your financial future; we help you visualize what is possible - and together work toward your goal.
- We do more than just manage your assets; we help you paint your wealth picture.
- We are more than a financial advisory firm; we are a fiduciary partner that you can count on through all life events and transitions you may be facing.
The real magic happens when we partner in growing your dreams into Reality!
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!
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
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
Our Team
Michelle Shawn, RICP®
Working in the Financial Services Industry brought insight to how differently people feel and interact with money. While many in Medical and Healthcare field are quite confident with the opportunities their money offers, there is still a high number of people, especially women who are less than comfortable with making financial decisions.
Many have very good incomes, yet they often struggle with limiting beliefs in this area due to bad spending habits, poor financial decisions, or they just haven't incorporated a system of budgeting and saving. Whatever the situation, that limiting belief still has a powerful grip on them and sabotages their ability for financial stability today. I can help.
Having an appropriate mindset towards money has an enormous impact on how and when financial choices are made. It's times of feeling "stuck or too busy" that leads to slow or no action which limits financial opportunity and growth. That's why I decided to become a Financial Advisor, to champion my clients to view money as a resource and to build confidence so they take action now. With careful planning, I position their finances to build the future they want and look forward to enjoying.
Outside of work, I enjoy hiking, golf, skiing and spending time with my husband, our family and great 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.