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Don J. Shead (Southwest Financial Alliance) Education & Training

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Don J. Shead
location_on Spokane, WA — Southwest Financial Alliance
Get to Know Don J. Shead

 

I'm a happily married guy with 2 kids and now 2 grandkids.  I was a pilot in the USAF and flew KC135 tankers out of Fairchild AFB before returning to college for a MS Degree in Clinical Psycology.  After a few years in the mental health field I decided that the financial services industry offered much more opportunity and interest for me and now have over 30 years experience in the field, with a solid background in financing, credit, and insurance.  My current expertise is focused on  Tax Free Retirement Planning, 401K/IRA Rescue and Wealth Building and Preservation.

Certifications

My expertise is focused around helping Real Estate Professionals and other Business Owners to maximize their retirement savings in a tax free environment and to offer their employees better, tax free alternatives to the 401K or other qualified plans. 

Other Areas of Expertise:

Wealth Building and Preservation

Guaranteed Investment Grade Insurance Products that typically provide better returns with no downside risk.

Estate Planning

Buy/Sell Agreements

 

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Helping Real Estate Professionals and Business Owners to maximize their retirement savings in a tax free environment and to offer their employees better, tax free alternatives to the 401K or others.