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Background
Work History
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LPL |
Fairfield Township, Ohio |
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Financial Planner |
2/2008 - Present |
Michael Shawn McCabe is a Financial Planner/Investment Manager and Insurance Agent in Fairfield Township, Ohio. (just north of Cincinnati)
Shawn focuses his practice on investment management and financial planning. He does his best work with retirement planning for individuals (IRA, SEP, SIMPLE), advanced estate planning, and 401(k) retirement plans for small businesses. He helps his clients protect their families and businesses with life, long-term care and disability insurance. He also helps them save for college expenses with 529 plans.
Shawn partners with business owners, high-performing executives and their families to increase, preserve and properly transfer wealth across generations. He uses a holistic approach to develop and monitor comprehensive wealth plans that allow his clients to live an independent future.
Shawn is a Miami University graduate and began his financial career as a mutual fund trader with Fidelity Investments in 1999. Shawn is the former President & CEO of EquityFlight Financial Services. He has over 10+ years of business development and operations management experience. Shawn spent the majority of his professional career as a Director for a large global law firm.
Shawn loves good business and is an entrepreneur at heart. His interests and hobbies are fairly diverse and he loves “talking shop” with his clients. He has a passion for aviation and is a licensed private pilot. Shawn also sings and plays drums for a local classic rock band.
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Education
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Miam University |
Hamilton, Ohio |
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Associates Degree |
05/02 |
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Sociology |
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Associate in Arts with a major in Sociology |
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Tags: cincinnati, ohio, hamilton, fairfield township, fairfield, financial planning, retirement, 401k, investments, finance, entrepreneur, investment advisor, stock, bonds, mutual funds, life insurance, business planning, tax deferral
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