Shawn Wooden
Shawn Wooden

Welcome, and thank you for visiting!

As a financial professional with MetLife, I have the knowledge and resources needed to assist clients with their financial strategies. Above all else, when you become a client,  the emphasis is on the total picture, not just a part.  My goal will be to ensure that your objectives, goals and values have been incorporated into your plan and that you are working with someone you trust. 

I am committed to building long-term relationships with my clients, and helping them reach their goals is my number one priority.

I can and will assist you as you:



  • Define your personal financial goals and values
  • Develop a strategy that can help you achieve these goals based on your values 
  • Allocate your assets based on your own tolerance for risk and your time-frame 
  • Implement your strategy with products and services that help meet your needs. Of course, you are free to implement your strategy at the financial institution of your choice. 


I hope you find this site informative and useful. Feel free to contact me if you would like more information. I look forward to hearing from you. 

 

I am licensed and registered to offer products and services in [FL, GA, NC, NJ, NY, OH, PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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