Professional Services
· Retirement Income Solutions
· Survivor Benefits Strategies
· Social Security and Long-Term Care Planning
· Defined Benefit Plan and Pension Analysis
· Investment Solutions and Asset Management
· Estate and Business Succession Planning
· Financial Needs Analysis
· Personal and Business Insurance Analysis
· College Funding
· 401(k) Plans
· Wealth Management
· Charitable Giving
Professional Qualifications
· Series 6, 63, 65 Licensed
·Life/Health/Long Term Care Insurance Licensed
· Special Care Planner from the American College
· District Manager of a Fortune 100 Financial Services company for 6 years
Personal
· Grew up in Graham, NC
· Currently serving 14th year in the financial services profession
· Graduate, BS in Business Administration from East Carolina University
· Member of the Kappa Alpha Order
· Member of the Pirate Club
· Served on Treasury of the Wake County Autism Society
· Served on Board of the Mariposa School
· Served as President of the Triangle Down Syndrome Network
· Resides in Raleigh
Website: www.seangodwin.net/