On the surface, Shannon Barnhart is an accomplished life, health, Medicare, long-term care and retirement income specialist with over 30 years of experience in the financial industry.  Shannon always ensures the viability of financial goals long-term.

She is so efficient at her job that she considers herself a “financial strategies whisperer.”  Shannon has the ability to take unhealthy financial risks and transform them into healthy and thriving ones.  Because of her skills, Shannon can produce productive and long-lasting results for her clients.

She caters to companies, non-profit organizations and the everyday neighbor or ‘mom and pop’ looking for safe options to insure her clients interests financially.  She works well with seniors and is licensed in multiple states.

Shannon was born and raised in Oregon.  She spends her leisure time with her dogs and horses.  At the end of the day you can find her nose in a book, she is an avid reader.

More than just a life and health insurance agent, she is effective at searching for and finding safe options for her clients financial needs in this volatile environment.  Her opinions are highly valued, people trust and respect her judgements.  Through her experience Shannon has developed a passion for protecting her clients hard earned retirement, savings or inheritance.

In particular, she has focused on safe and sustainable financial options so her clients do not have to pay fees and will not lose money in the volatile markets.

Shannon can handle the analysis needs for her clients to help them make the best choice for their families and financial future.  Whether it be for an IRA, SEP IRA, 401k Rollover, children’s/grandchildren’s savings plans, leaving or receiving an inheritance or other tax free programs to help her clients loved ones out financially during a time of extreme emotional loss due to the passing of a loved one, through life insurance.

Shannon wants to engage with more people to help them get out of debt much more quickly so that they will be able to start setting aside more of their hard earned funds for their future financial needs.  You will find her staying up late at night and working on weekends with spreadsheets and compiling financial statements for her clients in order to help them take charge of their financial future.  Shannon has a fascination with developing a customized plan for each of her clients to become debt free, without spending more money monthly.

Shannon makes herself available to her clients.  She gives her clients access to her calendar so they can schedule an appointment with her when it is convenient for them.  You can find her on a call or zoom meeting sharing her screen with a client.  Her beautiful english springer spaniel dogs, Hannah and Brooklyn, can sometimes be heard in the background saying “It's time for a break, dog-momma.”  Or, they just want a treat, kisses and scritches.  Hannah and Brooklyn have her wrapped around their paws and tails.

Her long-term goal is to become a national-level financial advisor.  She wants to use her untiring commitment and drive to bring more dignity and integrity to people in need of safety for their financial goals.