Shaun Herman's Page

Headline

There is Nothing More Satisfying than Helping a Family Send Their Child to the College of His or Her Dreams!

Full Name

Shaun Herman

Company/Business Name

New York Life

Job Title

Financial Services Professional

Company Description

New York Life is primarily a Life Insurance company, but I specialize in College Planning. I help parents of younger children by teaching them how to start saving for college...and I help parents of older children by teaching them the Financial Aid process, and how to minimize out-of-pocket college costs.

Primary Business Category

Financial Services

List Services Offered

I help families with College Funding, College Planning, Wealth Accumulation, Financial Planning, Income Protection, Wealth Distribution, Tax Deferral/Tax Planning, Asset Allocation, Mortgage Protection, Business Succession/Buy-Sell Funding & Long Term Care Insurance.

Years in Business

Almost 2

Networking Groups, Associations, Memberships

I network with local Networking groups, such as Successful Thinkers, Coffee Break Networkers, Roseville Area Small Business Leads and Networking Group, etc.

Types of Businesses you are looking to network with

I am looking to connect specifically with CPA's, Tax Attorneys, SAT Tutors and Student Guidance Counselors.
I also would like to meet anyone who knows of local parents who are having issues sending their children to college.

Services you are looking to purchase in the next year

Hard to say at this point...maybe Commercial Real Estate Leasing, New or Gently Used Car Purchasing, Life Coach, Toddler Gymnastics...to name just a few off the top of my head.

Zip Code

95747

Website

http://www.linkedin.com/in/shaunherman

Favorite Quote or Business Tip

I believe in Business Karma. If you refer business to those who need it, the Universe will repay you with more referrals than you could ever ask for.