When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.
I'm Most Proud Of: The diversity of my clients is a testament to my core belief that treating each person with respect and taking the time to understand your goals is the foundation for success.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Protecting Small Businesses
As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Variable Annuities: TXSecurities License: AZ, CA, FL, GA, LA, MD, OK, TX, WAVariable Life Insurance: (TX License #2064307)Fixed Annuities: (TX License #2064307)Life Insurance: (TX License #2064307)
Bob Shimmin offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Bob Shimmin offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690
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