Shawn Rathke: Financial Services Professional

Shawn Rathke: Financial Services Professional My aim is to provide families & business owners with assistance in building their financial freedom.

I have the skills, knowledge and experience required to help meet my client’s established goals becoming a life-long resource for them.

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving nee...
08/21/2026

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving needs.

Let’s work together to help ensure your long-term financial goals are on track. Contact me to schedule a quick review o...
08/20/2026

Let’s work together to help ensure your long-term financial goals are on track. Contact me to schedule a quick review of your budget, savings, and protection plans.

Life insurance isn’t just for protection—it can also be a valuable source of funds in retirement. Here’s how: ✅ Build C...
08/18/2026

Life insurance isn’t just for protection—it can also be a valuable source of funds in retirement. Here’s how:

✅ Build Cash Value
✅ Tax Advantages
✅ Market Volatility Protection

In addition to providing a valuable death benefit, life insurance can help you navigate your retirement years with confidence.

👉 Learn more by contacting me today.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
08/13/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

If you have a lot on your plate and your financial goals feel like just “one more thing,” you’re not alone. Message me t...
08/07/2026

If you have a lot on your plate and your financial goals feel like just “one more thing,” you’re not alone. Message me to pick one topic — retirement, college funding, income protection, or legacy planning — and start there.

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the ...
08/05/2026

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the time to ensure that you have a foolproof retirement plan that will allow you to retain your way of life once you decide to stop working. Let’s talk about bolstering your retirement plan today.

Having a will, retirement plan, and insurance coverage in place can help ensure your family’s financial well-being. It’s...
08/04/2026

Having a will, retirement plan, and insurance coverage in place can help ensure your family’s financial well-being. It’s never too early to start.

Let’s discuss ways to help protect your loved ones now and into the future.

Contact me to learn more about how income protection could work alongside your savings and investments to support your f...
07/28/2026

Contact me to learn more about how income protection could work alongside your savings and investments to support your financial foundation.

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and t...
07/27/2026

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your clients’ assets.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
07/13/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these serve as good reminders to check in with your clients and make sure their life insurance protection and long-term strategy still matches the life they’re building.

Address

400 Meridian Centre, Suite 101
Rochester, NY
14618

Telephone

+15852415244

Website

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