Shane Sullivan, CFP®MANAGING DIRECTOR
I am passionate about helping people live their One Best Financial Life ®. As investors prepare and enter retirement, they need to shift from growth to income strategies. This requires balancing our specialized investment strategy with the many factors that make each individual unique: social security options, pension choices, single, married, divorced, how much someone has saved, spending habits, estate planning. All of these small differences become big differences as we enter retirement. We provide comprehensive solutions for our clients so they have more time and confidence to pursue those things that matter most to them.
Shane is the President of the Financial Planning Association - Austin Chapter, dedicated husband, father to three girls and community volunteer.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.