Money Matters can be Simple to Understand
KEY SERVICES
Emerge! Awaken and Rise Woman of Mastery 12 month program
Shannon, Shannon & Associates,Inc. Legacy Wealth Cerification Program
Phoenix Fire, Inc. Grant Readiness Certification Program
MEET DR. SHANNON
CO-FOUNDER
Dr. Nicovanna Shannon
Through her strategic partnerships with Resurgent Tax Services and Vantage Financial Alliance, Dr. Nicovanna Shannon delivers a comprehensive, client-centered approach to financial wellness and wealth building.
By combining the expertise of both firms, she offers a full suite of financial services designed to meet clients at every stage of their journey. These services include tax preparation and planning, along with tailored insurance and investment solutions that support long-term financial security and growth.
Dr. Nicovanna Shannon prides herself on creating a concierge, boutique-style experience where clients are not passed from provider to provider, but instead supported holistically. This one-stop-shop model ensures that every aspect of a client’s financial life is aligned, strategic, and managed with intention all under one roof.
Her mission is simple: to make money make sense, while helping clients protect, grow, and sustain their wealth with clarity and confidence.
Incorporating Resurgent Tax Services expertise in tax preparation, Shannon,
Shannon & Associates, Inc. can now offer a more comprehensive suite of financial services to our clients. Our clients can receive both financial planning and tax preparation under one roof.
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