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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

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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Welcome!

Smiling man in a suit and yellow tie.

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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Reviews annual enrollment dates and options for Medicare participants.

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Describes how Roth accounts can generate tax-free retirement income.

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Explains how future tax rules may impact deductibility of charitable donations.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Compare the potential future value of tax-deferred investments to that of taxable investments.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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