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Shane Sullivan, CFP

Shane is 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.

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