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Agency 65/Retirement & Insurance Solutions

2804 St. Johns Bluff Rd. S. Suite 300
Jacksonville, FL 32246

Phone:

904-352-2822

Fax:

904-322-7201

E-mail:

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Calculators

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Contact Us

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Welcome!

Shawn Dugan is President of Agency 65, a retirement and insurance solutions firm that provides individuals, families and small business owners with comprehensive retirement income planning and insurance solutions. Shawn has served the Northeast Florida area for 20 years. He consults regularly with executives and non-profit organizations to help create synergistic solutions to issues facing our boomer population. Before starting his own firm, Shawn managed a team of agents with a fortune 100 company serving Northeast Florida's boomer population as well as serving his own clients.  

Shawn is committed to continuing his education and routinely attends seminars, workshops, and training courses on the details of IRAs, other retirement accounts laws that affect you in retirement years.

Shawn resides in Jacksonville, Florida with his wife of 34yrs, Heather. He currently serves on the Jacksonville Board of the American Diabetes Association, and was a serving member for the St. John's County Council on Aging. Shawn also served on the Jacksonville Mayoral Senior Advisory Council and conducts charity work for the local chapter of the Knights of Columbus.
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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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