Shannon Mattix

Financial Advisor,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

Let's Talk

Shannon Mattix

Financial Advisor

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Shannon

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

I value the community we live in, I take the responsibility of giving back to our community seriously. Our area is a great place to live with people who care about our community.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better! I appreciate my client's business, but more importantly their friendship!

Leaders Council

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

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.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

Experience

  • Financial Advisor

    Prudential

    June 1994 - August 2017 | Monticello Indiana

The Prudential Difference

    • Property & Casualty: IN
    • Variable Annuities: AZ, FL, IN, KS, PA
    • Securities License: FL, IN, WI
    • Variable Life Insurance: AZ, FL, IN, KS, PA
    • Fixed Annuities: AZ, FL, IN, KS, PA
    • Life Insurance: AZ, FL, IN, KS, PA

Shannon Mattix is associated with the Indiana Financial Group Office, 8888 Keystone Crossing, Suite 500, Indianapolis, IN, 46240-4613, Managing Director: Ryan Appelhans, Phone: 317-844-4650 . Shannon Mattix offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Shannon Mattix offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

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