Shawn Applegate


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future.

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Retirement income solutions
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies.

     

    I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your needs
    • Implement your strategy with products and services that help meet your needs.

     

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

     

     

    See Shawn’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Shawn

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    Synergy Wealth Solutions

    Main Office

    16150 Main Circle Drive Suite 400
    Chesterfield, MO 63017-4689

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    CRN202008-234829