Shayne Lester, CFP^®

With roughly 20 years of experience in the financial industry, I strive to provide a world class financial services experience while serving the needs of my clients with the highest professional integrity. My top priority is building lasting relationships with my clients while helping them attain their financial goals. Whether your needs pertain to asset accumulation and management, lifetime retirement income, insurance or estate planning, I can help design a plan that will serve as a roadmap for your personal success. My comprehensive financial plans are specific to each individual client and their unique needs, concerns, and goals. In order to establish a long-term strategy, it is important that I first understand and evaluate all aspects of your individual financial situation. We accomplish this step together during your initial consultation where you will do most of the talking, expressing your personal goals and objectives. Following our consultation, your financial plan will be developed that will include specific observations, recommendations, and suggested solutions that are tailored to your needs. If you choose to move forward, I will assist in the implementation of these solutions and will schedule periodic meetings to review your plan as needed. This will ensure that changes in your personal and economic situation are sufficiently addressed.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances