As the oldest of six kids, I have always been very responsible, a high achiever to a fault, often focusing all my energies on helping others. This combined with my love of investments led me to the role as a financial advisor.
Through the years, I have found that many of my clients are like me, highly responsible over achievers but juggling so much their financial affairs seem to fall through the cracks until a life event forces them to take more control.
Instead of simply telling them what to do, I began to share with them the power that comes when you feel financially confident and secure. They learned that, by taking more control of their financial life, they were better able to manage all of life's challenging events with greater confidence.
It doesn’t matter if these women are referred to me, retiring or suddenly single; they all share the same three concerns:
1. Can I maintain my lifestyle?
2. Will I run out money?
3. How can I get a handle on all of this?
Together with my clients, we will first follow an established process to determine what is important to them. We then incorporate a purpose driven investment philosophy delicately balanced to their life. And lastly, through education and support, I help them develop their confidence to make informed financial decisions.
My true purpose as a financial advisor is to create an environment free from guilt or pressure, where you are encouraged and inspired to learn. By providing the support and education you need, you will begin to grow in confidence both financially and personally. When you make your money a top priority and feel on top of your financial affairs, you will be able to address all the priorities of life with more confidence.
- Portfolio Reviews
- Insurance & Annuities
- New Investors
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Scuba Diving
Phone NumberShannon C Kane at (561) 966-5929
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More