Choosing A Financial Advisor:

The picture to the left is of the Empire State Building in New York City . If you have ever visited it, you know it is a very imposing building. Now imagine with me that you and your family took a vacation to New York City and were going to get on an elevator to go to the top of the Empire State Building . You have a choice between two elevators, one that has a single cable hooked to the elevator to take you to the top of the building and one that has five cables … which elevator would you choose to get on?

A lot of planning that is done today is based on dealing with just one “cable”, rather than a comprehensive look at your overall needs.  Our vision (working in conjunction with attorneys and tax professionals) is to make your retirement and your legacy more balanced by supporting you with five different “cables.” Our five core strategies are:

Ø Safety-First Planning with interest linked to a percentage of a market index without downside market risk;
Ø Tax Planning to lower your income taxes and taxes on social security;
Ø Long Term Care Planning to protect your dignity and your legacy;
Ø Income Planning so that you have the income you need for the retirement you deserve;
Ø Estate Planning to disinherit Uncle Sam and  increase your legacy for those you love.

Shawn Moran is the founder and president of Westport Insurance Group, LLC, an agency dedicated to providing insured solutions to the financial security and income concerns of today’s retirees and pre-retirees. Shawn is a member of the West Virginia Association of Insurance and Financial Advisors, as well as the Charleston Estate Planning Council. He has qualified each of the past three years for inclusion in the prestigious Court of the Table of the Million Dollar Roundtable. Westport Insurance Group, LLC is a member of the Better Business Bureau, and Shawn serves on the advisory board for the Better Business Bureau of West Virginia and Southern Ohio .