Shawn Halsey, Financial Services Professional with Nylife Securities LLC

Shawn Halsey, Financial Services Professional with Nylife Securities LLC Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.


5455 Rings Rd
Suite 200
Columbus, OH 43017
Office: 844.432.8527

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA Lic. #4043287

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergenc...
06/16/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave...
06/11/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4ec0VIQ

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
06/09/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
06/04/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s d...
06/02/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

06/01/2026

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