"Retire. Set. Go. As a Certified Financial Planner™, Shane takes the "big picture" approach to include investments, retirement plans, benefits, insurance, income tax, and estate planning as part of your wealth strategy. To do this effectively requires best in class technology and a collaborative relationship with other essential professionals, such as a great CPA and Estate Planning attorney. It is our goal to pull these often isolated professionals together and create an "integrated team" to design the most thoughtful comprehensive plan."
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