Most people aren’t sure if they are investing well for retirement. We build personalized plans to invest your money & pursue your retirement goals.

At Shaw Financial Services, we know that you want to be knowledgeable and confident about your finances. In order to do that, you must establish financial objectives and learn how to build wealth.

The problem is investing seems too complicated and you don’t understand it, which makes you feel frustrated with how to start. We understand investing can feel overwhelming, but we believe you deserve to feel confident about how your money can work for you.

Our professionals are Dave Ramsey SmartVestor Pro* investment professionals, which means our financial advisors follow Dave Ramsey’s philosophies. Our team is committed to educating and empowering you and helping you build wealth by investing for the long term.

Here is how we do it: First, we meet with you to review your financial status and establish your financial goals. Second, your financial consultant will create a custom plan that aligns with your financial objectives. You will learn what you are investing in, why you are investing in it and how your investments will work to pursue your financial goals. And third, we will implement the plan, with the goal of giving you confidence that your financial future is in great hands.

So, schedule your appointment today! You can stop worrying about your financial future and instead live a life fulfilled.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Shaw Financial Services or LPL Financial.