Shawn T Doran

As the father of seven young children, my wife and I have come to understand the importance of having financial strategies in place to achieve our long-term goals. Whether it is teaching others tips on how to budget, preparing for retirement, helping them save more for education, growing their investments and protecting them, I practice all of what I teach in my own life.

I cherish the relationships that I develop with my clients and making sure that they get great value and enjoyment out of our meetings. It is wonderful to see the "Aha" moments when a person realizes why we are working together to create financial strategies, how we rebalance their investments or how we can help them with mitigating taxes.

Over the years, I have come to realize that human connection is one of the most important things that we have as people, and I am eager to become a special partner in my client's lives and talk about how we can better each other.

I would be honored to partner with you throughout your life to help you find the gaps in your retirement plan and quickly fill them with financial strategies for your future.