Freedom 55 Financial - Shaun Valeriote

I work with my clients to create a financial plan that addresses their short and long term goals. I specialize in several key areas, such as:

Wealth Creation
• Retirement planning
• Investment planning

Wealth Protection
• Life Insurance planning
• Living Benefits planning
• Estate planning

The process I follow to create each financial security plan includes:
• Gaining a clear understanding of my clients’ goals and priorities
• Analyzing their situation and identifying gaps
• Building a financial security plan to help them achieve their short- and long-term goals
• Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs