Nathan P. Shive

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

English

I work extremely hard to provide individuals,families and business owners the assistance they need to build their financial freedom. My team and I will work with you to identify solutions that are suitable for your situation and which fit your budget. I have also formed multiple strategic alliances to easily refer you to other professionals when additional services are needed.

Qualifications 

• Eighteen years in the Financial Services Industry
• FINRA Series 6, 63, 7, 66 and 24
• Chartered Life Underwriter (CLU^®)
• Chartered Financial Consultant (ChFC^®)
• Chartered Special Needs Consultant (ChSNC^®)
• Retirement Income Certified Professional (RICP^®)
• Certified Plan Fiduciary Advisor (CPFA)
• Life Underwriting Training Council Fellow (LUTCF)
• 10-Time Leaders Conference Qualifier*

PERSONAL

• Resident of the Lehigh Valley for 30 years
• Hobbies include weight training, reading,
  and history
• BA in Political Science. Messiah University
• The American College of Financial Services

CRN202702-6014767

Check the background of this investment professional on FINRA's BrokerCheck