"Since working with Shane & Shane they have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much easier thanks to Shane & Shane."

"It's important to work with a someone that you  feel you can trust and can talk to you in a language you can understand.  We felt Shane & Shane provided options and included other sources of income as well as projected expenditures. Compared to others, Shane & Shane didn't recommend replacing every investment we currently had. and gave options on when and if changes could be made in the future. We have always felt comfortable working with Shane & Shane.  They make every effort to accommodate meeting schedules and locations. We haven't felt pressured into making decisions."

"We chose to do business with Shane and Shane because it was so easy to remember their names!  Just kidding!

Shane and Shane are very different than any other advisers and we have had quite a few over the years!  Initially it was our desire to lower the fees we were incurring with the myriad of people who had our accounts.  Not only did they achieve this,  but they also were able to help us realize what we really wanted which was to keep our flow of income the same as we retired and turned 65.  They maximized our investments in order to achieve this and guaranteed that we would continue to receive exactly what we wanted even after we retired.  Who could ask for more!

They are personable and forward thinking advisers who truly care about their clients.  

Personable and professional young men who will guide you through the financial world.  Put your finances in their hands.  They will give you a number of excellent solutions and help you decide which is the best for you!"

"We had listened to presentations from several financial advisors, each claiming to be experts in retirement and the challenges of senior living. The presentation from Shane and Shane truly answered a lot of our questions but, more importantly raised some important questions in our minds. After sitting down with them it became clear that they indeed understood the challenges of senior living and had answers to the challenges of what best to do with our investments to enjoy our lives now and still have a good-sized estate to pass on to our heirs."

"We want to thank Shane & Shane Financial so much for the wonderful retirement advice they had given us. All you did for Bill and I was very appropriate and truly appreciated. You guys are the best!"