Shawn Greenfield
MBA, BFA™
State(s) Licensed: AR Insurance Lic. #19544193, AZ, CA Insurance Lic. #4074212, FL, GA, ID, IN, KS, MO, MT, NV, OR, SC, TN, TX, UT, WA
409 S. Jackson St.
Moscow, ID 83843
State(s) Licensed: AR Insurance Lic. #19544193, AZ, CA Insurance Lic. #4074212, FL, GA, ID, IN, KS, MO, MT, NV, OR, SC, TN, TX, UT, WA
Let's put your plans in motion
On the Palouse, life moves at the speed of trust. Neighbors know your name, values run deep, and planning for the future isn’t just smart — it’s personal.
Whether you’re approaching retirement, already enjoying it, or simply want greater clarity about your financial future, we’re here to help. Rooted in the close-knit communities of region, our practice offers values-based financial advice designed to align with what matters most to you — your family, your future, and the legacy you hope to leave behind.
We believe that financial planning should reflect your goals, not just your numbers. Let’s create a strategy that gives you confidence today and financial clarity tomorrow — all with the dependability and personal attention you’d expect from a local team who cares.
Ready to Take the Next Step?
Let’s start with a conversation. Whether you have questions, need a second opinion, or want to build a long-term strategy, we’re here to listen — and guide.
📅 Book your complimentary strategy session today
We'll talk about your goals, walk through your current financial picture, and explore how we can help bring your plans to life.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Moscow Office
- Phone:
- 208-883-4733