Shane reviewed our information prior to… Shane reviewed our information prior to our meeting which helped us focus in on our primary questions and make good use of our time. We felt like our questions were answered and that we received concrete feedback as to "next steps" we can take to better refine our investing strategy and prioritization. We appreciated getting a follow up email with this feedback along with relevant links. We felt like the advice was truly in our best interest and that there were no complicating factors (i.e. selling products, commission). Greatly appreciated!

Exceptional.!! Shane and his team demonstrate an exceptional level of expertise in the realm of financial literacy. I strongly recommend their services!

Trustworthy and knowledgeable Shane was extremely knowledgeable and helpful with all of my questions. He helped me understand my retirement accounts and how to invest best for my families future. Helped me understand at my level too. I felt I could trust him since he had nothing to gain from his advice. Would definitely recommend!