INDUSTRY INSIGHT
FINANCES
SPONSORED CONTENT
Shannon Rhea, MBA
Financial Advisor
Prudential Advisors
Over the course of my career, I’ve helped clients by providing guidance, insight and access to the
financial products that can help them achieve their goals. My mission is to be a resource to my
community by growing and protecting their wealth for all their life stages through educational
advisement.
I’m excited to deliver those benefits to you, too. Before entering the industry, I graduated from
California University of Pennsylvania with a Bachelors degree in Business Finance and a Master’s
degree in Business Administration within four years. My hard work ethic and education is a
symbol of my own commitment and personal ambition. I recieved my insurance licenses and
securities registrations upon graduation from California University of Pennsylvania. These
include: -Life, Accident & Health -Series 6 -Series 63 -Series 65
BUILDING A SOUND FINANCIAL LIFE
No matter where you are in life – just starting out, providing for a family, or planning for
retirement – having a clear financial path can help give you confidence for the future.
Let’s create a strategy that can help you meet your goals and overcome your challenges.
Keystone Mountain Financial
Group
5000 Stonewood Drive
Suite 210
Wexford, PA 15090
O) 724-799-2872
C) 724-766-0714
F) 877-840-2322
[email protected]
Call us today to get started. Our conversations may focus on these financial topics:
ASSET PROTECTION
AND RISK MANAGEMENT
• Life Insurance
• Disability Income
Insurance
• Long-Term Care
Insurance
INVESTMENT AND
RETIREMENT
PLANNING NEEDS
•
•
•
•
•
Annuities
IRAs and Educational IRAs
Mutual Funds
Managed Money Accounts
Simple IRA and 401(k)
BUSINESS PLANNING NEEDS
• Business Continuation
Funding
• Executive Compensation
Funding
• Key Person Insurance
• Non-Qualified Deferred
Compensation
ADDITIONAL
SUPPORT
• Asset Management
• Estate Planning
Strategies
Prudential is ready to help you move forward
knowing your financial challenges are being met.
The finest compliment I can receive is a referral from a satisfied client.
www.prudential.com/advisor/shannon-rhea
“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life Insurance and Annuities are issued by The Prudential Insurance Company of America, Pruco
Life Insurance Company (except in NY and/or NJ) and Pruco Life Insurance Company of New Jersey (in NY and/or NJ). Offering 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 (Member
SIPC) and an agent of issuing insurance companies. 1-800-201-6690. All are Prudential Financial companies located in Newark, NJ and each is solely responsible for its own financial condition and
contractual obligations. Property and casualty products underwritten and issued by Liberty Mutual Insurance Company and its subsidiaries and affiliates, Boston, MA, or other insurers not affiliated with
Prudential, are sold through PIA. Disability income insurance, long-term care insurance, and life insurance and annuities issued by unaffiliated insurers are sold through Prudential Insurance Agency, LLC
(PIA). Availability varies by carrier and state. Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.
Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.
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