Individual Retirement Account

Mission

Retirement should be a time of peace, not financial stress. We are here to help you evaluate your current retirement plans and uncover dependable income strategies that align with your vision for the future.

Our Goal

We help our clients create personalized, tax-free pension plans that let them retire on their own terms. They decide when to retire while continuing to enjoy the lifestyle they’ve worked hard to build without ever needing to return to work.

Meet the Agent

Sam Shata has been a retirement specialist for over 10 years. He is a dedicated financial services professional and insurance broker serving clients across the DC, Maryland, and Virginia (DMV) area. In addition to his expertise in financial planning, he specializes in Medicare solutions for individuals over 65, helping clients navigate their options with confidence and clarity. Sam is a registered member in good standing with both the National Ethics Association and the Better Business Bureau (BBB), reflecting his commitment to the highest standards of professionalism, integrity, and client service.

Contact

Call (443) 996-8296 or email sam@shatainsurance.com

Or navigate to our “Book An Appointment” tab and specify your want for IRA.