P
rudential’s Financial Advisor Shannon Rhea has
always been driven by her strong work ethic.
Born and raised in Cranberry, Rhea finished her
4-year Bachelor’s degree in Business Finance
in just three years and her Master’s in Business
Administration in just one year from California
University of Pennsylvania. Now, she’s looking to put her
energy and knowledge into your financial success. And
Prudential is helping her do just that.
For those who call Cranberry Township their home, you
understand how strong the sense of pride, importance of
family and the expectation of winning are. At Prudential’s
we provide financial strategies, tools and guidance to help
you maintain, protect and support those important values.
Rhea said. “We take a holistic point of view in identifying
the goals of our clients and making appropriate
recommendations to help achieve them. We work under a
quality process to help make sure that the tools, guidance
and products meet a high standard so we can help you meet
your important financial goals. “
But, Rhea said, the biggest impediment to people
working with a financial advisor on their goals are self-
imposed.
“We can build a financial analysis for young professionals,
growing families and people who want to start planning
for a secure retirement,” she said. “These are community
members who could benefit the most from having a solid
financial strategy in place, but mistakenly put it on the back
burner or think they need to have a certain dollar amount
in savings before talking to someone about their personal
financial situation.”
When people work together toward one goal, there is a
better chance of achieving success. In our agency, we have
a team of experienced professionals who believe in doing
things the right way with the right people, towards your
success. Our team recognizes that you work hard for what
you have. We also work hard...for you.
Some of the topics Rhea routinely helps clients with
include financial planning strategies, asset management
and needs analysis.
Clients may choose to further focus their attention on
asset protection and risk management through vehicles
such as life insurance, disability income insurance or long-
term care insurance.
Investment and retirement planning needs are a
common area of concern for clients and Rhea can assist
with that through managed money accounts, mutual
funds, annuities, IRAs and SIMPLE IRAs or 401(K)s.
For business clients, Prudential offers a plethora of
planning strategies such as business continuation funding,
executive compensation funding, key person insurance
and non-qualified deferred compensation. They also
have advanced wealth management and estate planning
strategies for clients.
No matter which service is applicable to you, working
with a financial advisor like Shannon Rhea can help give
you the information and confidence you need to make
financial decisions and work towards your financial
goals. And, if your needs change over t ime, Rhea will be
there with you every step of the way to make sure your
strategy changes along with them. This ongoing cycle of
goal-setting, strategizing and reviewing your progress
ensures that you’re never more than a phone call away
from protecting the assets you’ve worked hard for your
entire life.
So no matter what your needs are, whether it’s planning
for your retirement, trying to put your child through
school or securing your estate so that your loved ones are
provided for, Prudential’s Shannon Rhea can help you meet
your goals. Fortunately, Shannon offers a complimentary
financial analysis to help you get a holistic view of your
individual situation and whether you could improve your
current situation. Call today to get started on your future.
For more information on Prudential’s Shannon Rhea,
including all of the ways she can help you or your business
to find financial success and independence, go to her
website at prudential.com/us/shannon.rhea online. You
can also call her directly at 724.799.2872 to set up your
complimentary consultation today. Rhea is licensed in life,
accident and health insurance and has Securities Licenses
Series 6, 63 and 65.
Shannon offers investment advisory services through
Pruco Securities, LLC (Pruco), doing business as Prudential
Financial Planning Services (PFPS), pursuant to separate
client agreement. Offering insurance and securities
products and services as a registered representative of
Pruco, and an agent of issuing insurance companies. Life
insurance and annuities are issued by The Prudential
Insurance Company of America, Newark, NJ, and its
affiliates. 1009277-00001-00
CRANBERRY FA LL 2018
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