Shane believes the key to financial success is having a sound process. His fiduciary mentor was a U.S. Coast Guard search and rescue helicopter pilot who never got into his helicopter without going through a clear and defined process, because the potential consequences of an error were always dire.
Shane understands more time is spent planning vacations than planning for retirement because financial discussions can be difficult and overwhelming. He enjoys the labor required to work through the process, taking much of the burden off of his clients.
Shane loves engaging business owners and employees to create smart retirement saving strategies that reduce taxes. He uses deep knowledge of the 401(k) industry to help employers navigate the seemingly endless plan options.