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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.

Learn more "Click" on Retirement Time
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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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How much do you need to save each year to meet your long-term financial goals?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This calculator is designed to help you attach a dollar figure to your life’s work.

This calculator can help you estimate your annual federal income tax liability.

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