About Us
About Our Team
Careers
Careers Military Spouses
Agent Login
Login Create an account
Contact Us
Contact Us
Agents
Go to our Client Site

Shaun McCarty, Agency Coach and Senior Associate

 

Shaun McCarty is focused on education and helping families achieve their desired retirement lifestyles and create their legacies. Mr. McCarty is great at this role because he cares about their personal needs and goals. His clients repeatedly state how he broke down their retirement into simple, discernible ideas. He is dedicated and driven, overcoming any obstacle that has been put in his way to make sure that his clients are well served. Mr. McCarty comes from a restaurant management background, where pennies really do count. He learned budgeting by costing out menus for multiple restaurants as well as working on monthly profit and loss sheets. Mr. McCarty is a constant student of his craft and never stops pushing himself to learn the ever-changing industry of finance. 
Mr. McCarty is Life Insurance & Annuity licensed in DC, PA, NC, VA, DE, WV, GA, TX, WS, ID, NA, and Maryland, where he lives with his wife Jennifer, an Occupational Therapist working in a special needs school, and their teenage daughter.

Book an Appointment with Shaun
p

What a few of Shaun's clients have said...

Chacha S. 

“ Shaun McCarty has been an outstanding...much needed help for our retirement needs. I have to admit we began this journey not understanding all the lingo connected to retirement funds and/or how to make sure we have what we need as we grow old together. Shaun ALWAYS takes his time to explain, breakdown and review any and ALL information pertaining to our retirement funds. I feel more confident...NOW when I think about retirement. Thank you Shaun, you are the best!!!!!"

Kim C.

"I am a single mom of three and I knew I had to take control of my financial future.  I was alone a didn't know much about where I should be putting money or if I could even afford to start saving for my future.  Shaun worked extensively to develop ad implement a financial plan for me.  He made the process simple and easy to understand and I appreciated his patience and expertise.  Your insight was extremely valuable to me and I don't think I could have done this without you.  I appreciate all the time you spent with me."

Reggie C.

"I just wanted to take a moment to write a note of thanks for sharing your financial expertise and assisting me be answering questions about retirement, investments, and personal finance strategies in a way that is easy to understand and provides the clarity I need to identify my short-term and long-term financial goals for the future.  Thank you also for being responsive to appointment scheduling.  I find this service to be useful as I continue to monitor my finances.  I would definitely recommend your financial services to others because it has been so helpful to me.  Thanks for all you do."