Offering Education Sessions on the Following Topics:

Taxation in Retirement

Risk Management

Legacy Planning

Investment Strategy

Income Planning

Education Session 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.

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.


Knowledge is Power


Driven for YOU


Lifetime Goals