We focus on our client’s top concerns when it comes to your Medicare Insurance:
- Choosing the most cost-effective Medicare Insurance plan for your particular situation.
- Making sure your Primary Care Physician is in network.
- Making sure your drugs are covered.
- Reviewing your Medicare Plan every year during AEP (Annual Enrollment Period), which is annually from October 15th thru December 7th.
By choosing the right Medicare Insurance plan, our clients realize the value of comprehensive planning, and are empowered by the understanding and knowledge that we provide.
We take the burden of choosing and understanding Medicare off your plate.
When if comes to your investments and financial planning, our first priority is understanding your tolerance for risk, and making sure we are acting in your best interests. We want to learn more about your personal financial situation, and identify your dreams and goals. Long-term relationships that encourage open and honest communication, have been the cornerstone of our foundation of success.
Our goal is to help you feel secure financially.
Shannon Powers, RSSA®
Financial Advisor/Medicare Insurance Agent
With over 30 years of experience in the financial services and insurance industry, Shannon brings a wealth of knowledge and expertise to managing wealth and guiding clients through the sometimes complicated decision of choosing a Medicare Health Insurance plan. She will work with you to make financial decisions in all aspects of your life and will help you determine when, where, and how to apply for Medicare Parts A and B. She has a strong passion for helping others and will work with you to create plans that are tailored specifically to you.
Shannon holds the following FINRA (Financial Industry Regulatory Authority) Licenses:
Series 6, 7, 63, and 65, as well as the Life and Health Insurance Licenses in the States of Arizona, California, Nevada, Oregon and Washington.
CA Insurance #OB30537
More About Shannon
Shannon originates from Ridgefield, WA, at a time when farm animals outnumbered people. Born to a dad who was a Clark County Deputy Sheriff, who met her mom while she worked the counter at the old Totem Pole Restaurant. Sadly, Shannon's dad was taken too soon, and she was uprooted to Southern California where she started her financial career right out of high school. Shannon happily moved back to Ridgefield in 2022, and is enjoying her next chapter. She attends Sunday Mass at the Church where she was baptized at birth, is a member of the Ridgefield Chamber of Commerce, as well as the Ridgefield/La Center Kiwanis Club. She's also a member of the Clark County Community Emergency Response Team, completed the Clark County Sheriff's Office Citizens' Academy, and is a Washington State Volunteer Emergency Worker. In between all this, you'll see Shannon walking her cocker spaniel Jack around town, doing her best to grow a garden, or socializing with friends and neighbors. Shannon loves being back in the PNW, and is grateful to have moved her business to her hometown to share her knowledge and expertise.