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Shawn E Steffens

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Shawn E Steffens
Financial Consultant
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ChFC®, CLU®, FIC, RICP®
Part of the Chuckanut Group practice
2204 Riverside Dr Ste 260
Mount Vernon, WA 98273
About Shawn Steffens
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Florida
  • Missouri
  • Oklahoma
  • Oregon
  • Texas
  • Utah
  • Washington

Insights

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Working tax efficiency into your financial strategy
Working tax efficiency into your financial strategyDid you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.
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Join us for an on-demand presentation for an update on the markets and economy. Hear from Thrivent Chief Investment Officer David Royal and Thrivent Chief Investment Strategist Steve Lowe. No products will be sold. https://video.thrivent.com/view/1KjARZTPZS2GUojZWZRQS2
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What factors guide the money decisions in your life? There is no one-size-fits-all strategy and that’s why we take the time to learn about what’s in your heart and mind. Let’s make sure your financial strategy reflects what’s important to you—today and in the future. Let’s connect to review your plan.
Office location
Mount Vernon Location
2204 Riverside Dr Ste 260
Mount Vernon, WA 98273
Phone360-707-7677Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations