Shannon Powers, RSSA®
Financial Advisor
Powers Financial & Insurance Group
2936 S Harper Valley Way
Ridgefield, WA 98642, US
Professional Details
Powers Financial and Insurance Group is a fiduciary financial planning firm in Clark County, WA, specializing in wealth management, retirement planning, navigating the complexities of Medicare, and maximizing Social Security Income Benefits. We help business, individuals and families prepare for a confident future through trusted guidance, education, and a relationship-focused approach.
Areas of Expertise
- Financial Education
- Financial Planning
- Insurance Planning
- Investment Management
- Long-Term Care Planning
- Medicare Planning
- Retirement Income Planning
- Self-Employed & Small Business Planning
- Social Security Disability Benefits
- Social Security Planning
- Special Needs Planning
- Wealth Management
Credentials
- Investment Adviser Representative (IAR)
- Life & Health Insurance License
- Securities Registrations (Series 6/7/24/63/65/66/etc.)
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
Not connected with the Federal Medicare Program. Not affiliated with or endorsed by the Social Security Administration. Consulting fees may apply for Social Security Optimization Plans. Shannon Powers is a Registered Representative of, and offers securities through
Innovation Partners, LLC, Member FINRA/SIPC. Shannon Powers is an Investment Advisor Representative of IP Financial Services, LLC. Investment advisory services are offered through IP Financial Advisory Services, LLC, a SEC Registered Investment Adviser.
Powers Financial and Insurance, Innovation Partners LLC, and IP Financial Advisory Services LLC are not affiliated entities.