Broker Check
Shawn Layton

Shawn Layton has a wealth of experience in the financial services arena dating back to 1999. With a wide range of roles through several categories of the industry Shawn has made education his top priority. Shawn believes that an educated investor is an informed investor, and that informed investor can then make wise prudent business decisions that will impact their future. The one thing that is for sure is that change is coming, unfortunately we can’t always predict that change. However, going through life on a no plan simply is not prudent. Specializing in full service financial planning, Shawn covers nearly all the areas that are needed to be addressed in your financial life. Shawn holds a series 7 and series 66 as well and an Insurance License for Life and Disability. Shawn’s areas of expeience are:

  • Full service financial planning
  • Guaranteed Income Planning
  • Wealth transfer strategies
  • Medicare and Social Security planning
  • Estate planning
  • Insurance planning

Shawn is an independent financial advisor without quotas and major cooperate agendas restricting investment discussions for his clients. Every financial plan is customized to fit the needs and goals defined by the client through a very detailed interview and education process. Every plan is designed to allocate the portfolio in accordance to the client’s risk tolerance as defined by each client. Through his full service broker dealer LPL Financial, he has access to world class products to customize any portfolio to meet the client’s needs and goals. Having lived in the northwest for over 28 years, He has a great understanding of our local economy and have a vast network of professionals to assist in other areas of expertise that are needed to accomplish the goals and needs of his clients.