Term Life · Disability Insurance · Legacy Planning

Helping physicians, professionals, executives, and business owners protect their income and secure their future.

I help physicians, professionals, executives, and business owners with three core areas:

• Term life insurance — income replacement, debt offset, and customized family and business protection.

• Disability insurance — protecting income for high-earning professionals whose earning power is their primary asset.

• Legacy planning — estate liquidity, business buyouts, and funding strategies for what comes next.

Outside of my financial practice, I volunteer as a SCORE mentor, working with entrepreneurs and small business owners on key decisions shaping their growth.

Ready to discuss your strategy?

Reach out directly at frank@shadidfinancial.com or 405-755-7225.