About The Business

Shane can help you with your financial security, help identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial success.

We make plans for people, not just money. So no matter your goals, we have access to top-rated products and services to help you meet each one. Whether you’re just starting, well on your way to living your dream, or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.

We will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head-on and celebrate your accomplishments along the way.