Meet Your Financial Professional!
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A financial strategy shouldn't feel overwhelming or filled with pressure. My goal is to make complex financial topics feel approachable by listening first, understanding what matters most to you, and explaining your options in a way that's clear, practical, and easy to understand. I believe the best financial decisions are made when you feel informed, confident, and supported - not rushed.
I work with individuals, families, and business owners to create personalized strategies that help protect what they've built, prepare for the future, and navigate life's financial decisions with greater confidence. Whether you're just getting started or revisiting an existing strategy, my goal is to be a trusted resource you can turn to as your needs evolve.
Outside of work, you'll often find me spending time with family, caught up with a good book, or camping and boating through New England summers.
Building meaningful relationships is one of my favorite parts of what I do, and I look forward to getting to know you!
Shanelle Lawson
Financial Professional & Insurance Agent
STEP 1
Discuss your goals
We’ll start with a conversation focused on what matters most to you and the future you want to build.
STEP 2
Review risks and opportunities
We identify potential risks and uncover opportunities so your strategy stays on track.
STEP 3
Create your personalized strategy
Together, we build a personalized strategy designed to protect what matters most and support long-term growth.
STEP 4
Get continuous support
As life changes, we’ll revisit your strategy, adjust as needed, and keep you moving forward.
Life insurance simplified: A step-by-step guide
You’ve come to a point in your life where you have a bevy of responsibilities. Whether you’ve just bought your first home, gotten married, or started a growing family, you have people you love who rely on you. You need to make sure they’re taken care of even if the worst happens and you can no longer support them. It’s time to think about life insurance. Buying your first life insurance policy shouldn’t be difficult, but there are things you’ll need to know to get the best policy for your situation. Here are five steps to help you figure out what kind of policy you need and how much coverage you should purchase.
10 Lesser-known tax tips for small business owners
The first time dealing with Uncle Sam as a small business owner can be intimidating. When you know what to look out for from day one, you can minimize your tax burden and keep more of your hard-earned cash in your business account.
4 ways to cut your tax bill in retirement
Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.
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