Offering Education Sessions on the Following Topics:

Taxation in Retirement

Risk Management

Legacy Planning

Investment Strategy

Income Planning

Waiting List Request

Please notify me with the next available class on: *
I never had to manage the finances before, I knew there was a chance I could miss something.  I feel so empowered with all that I’ve learned.
Session Attendee

I retired but then started a new small business.  I don’t think I ever want to truly stop “working” and it keeps me busy.  Lots of components to consider and very thankful Shawn has my affairs in order.

Retired Client

We were shocked with how active we still were (and wanted to be) after retirement.  It was extremely helpful to hand over our wish list to avoid future cash flow issues.

Pre-Retirement Client
I had no idea how complicated the taxes could be!  Very grateful Shawn detangled the web for me.
Retired Client

Knowledge is Power


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Lifetime Goals