Shannon A. Shehorn, EA, CFP® President of Tax & Financial Advisors, Inc.
Shannon is considered a trusted advisor at all points on the financial spectrum and is dedicated to providing superior service to all of our clients.
Holds numerous securities registrations: Series 7, Series 65 and Series 24
Passed the CFP exam and ethics requirement on March 4, 2005
Certified Financial Planner Board of Standards, Inc. is a professional regulatory organization that fosters professional standards in personal financial planning so that the public values, has access to, and benefits from, competent and ethical financial planning. Compliance in four important areas, examination, experience, ethics and education assures CFP licensees are well prepared and qualified to give sound, professional advice.
Passed the Enrolled Agent exam on July 26, 2000
An Enrolled Agent is a Federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the US Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals. All candidates are subjected to a rigorous background check conducted by the IRS and by passing a comprehensive examination which covers all aspects of the tax code. Enrolled Agents advise, represent and prepare tax returns for individuals, partnerships, corporations, estates, trusts and any entities with tax reporting requirements. Enrolled Agents' expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS. The IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status. Unlike other tax professionals, only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS.
Shannon A. Shehorn, CFP®
Financial Planning Services
- Financial Planning Including Retirement and Estate Planning
- Investment Review & Analysis
- College Savings Plans
- Annuities and Mutual Funds
- 401(K) Rollovers
- Life Insurance
Certified Financial Planner Board of Standards, In. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and
in the U.S.
This does not constitute an offer to buy or sell any security. Investments in securities may not suitable for all investors. An investment in any security may involve risk and the potential loss of your initial investment. Investors should review all “Risk Factors" before investing. Investors should perform their own due diligence before considering any investment. Past performance is not indicative of future results. Investment products, Insurance and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value.
Advisory services offered through CL Wealth Management LLC [CLWM]
200 Vesey Street, 24th floor, New York, NY 10281, 888.992.2268
Tax & Financial Advisors, Inc. is not Controlled by or a subsidiary of CLS or CLWM .