Agency 65

Agency 65

Shawn  M.  Dugan, President

We are ready to assist you


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Are you approaching retirement? Or already retired?
Consider The Income for Life Model®. It's an investment strategy with the objective of providing inflation-adjusted income for life.

Please watch the movie or request a Personalized Analysis.

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The Income for Life Model® was recently written about in Kiplinger Personal Finance. You can read the article by clicking here.


Request Personalized Analysis

Upon request, you will be sent a custom-tailored analysis for The Income for Life Model® strategy.

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Meet in Person or by Phone

Click below to schedule a personal meeting or arrange a one-on-one phone conversation.

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interactive tools

Interactive Tools

If you've changed jobs or experienced a job loss, making good decisions about your old 401(k) is truly important. A Rollover IRA may offer significant advantages.

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Agency 65
Shawn  M.  Dugan, President
2804 St. Johns Bluff Rd. S
Suite 300
Jacksonville, FL 32246

Tel: 904-352-2822
Fax: 904-322-7201

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