Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Shawn A. Manuel Financial Planner (573) 693-9337 (888) 488-2501 email@example.com Shawn is a licensed financial planner, and founder of Strategic Wealth Inc, which currently has offices in Osage Beach and Oklahoma City, OK, and serves clients across sixteen states. He has 19 years of financial services experience,... Read more Shannon Dugger Financial Advisor 405-595-0184 405-753-5317 firstname.lastname@example.org Rodney Graham Registered Assistant 573-693-9337 1-888-488-2501 email@example.com Rodney brings more than 10 years of financial services experience to the team, including bank management, insurance and investments. He currently sits on the Board of Directors at EndAlz.org. Rodney is married to his high school... Read more Rebecca Moyer Administrative Assistant 573-693-9337 1-888-488-2501 firstname.lastname@example.org Rebecca and her husband Maurice are longtime residents of the lake area, have two beautiful children, and are active in serving in their local church. Rebecca brings to the table both banking and administrative experience, combined... Read more Olivia Manuel Administrator 573.693.9337 888.488.2501 email@example.com Have a Question? Name Email Question Thank you! Oops!