top of page
Family holding hands and running on a sunny beach.

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:

  • Linkedin

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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
Visit my RetirementTime website

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Open enrollment is your chance to make every benefit count.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

How much will it cost to pay off a loan over its lifetime?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Will you be able to afford nursing home care?

bottom of page