WHAT I DO:
I help professionals and their families to better position themselves for financial success with fiduciary supported financial strategies.

I CAN HELP YOU:
PROTECT what's important to you and your family.
BRING clarity and organization to your financial life goals.
PROVIDE an honest assessment of those goals, including the probability of success.
DEVELOP a personalized comprehensive financial strategy to achieve your goals.
SUPPORT your strategies with the right investments or insurance products.
KEEP you informed and on track to achieving your goals and dreams through ongoing personalized updates and advice.
REDUCE financial stress, letting you enjoy life, not worry about it.
RECLAIM valuable time to spend with your family and friends.
LIVE LIFE TO THE FULLEST knowing that your financial strategies will adapt as your life changes.

HOW I DO IT:
I follow three rules when I take a collaborative and comprehensive approach to construct measurable objectives uniquely tailored to your circumstances.
RULE 1: Maintain Objectivity
RULE 2: Manage Risk
RULE 3: Tax-Smart Investing
I practice full disclosure and have a fiduciary obligation to act in your best interest at all times.

FAMILY:
My wife Rachel, our two kids, my nephew, and my father is what's most important to me. Rachel is beautiful, caring, dependable, and supportive. Our kids are what bring both of us the greatest joy. Our boy is an observant, always laughing, cautious, chatter bug who enjoys the outdoors and loves his baby sister. We are all excited to have a little girl in our lives. My nephew is like a son to me and I am extremely proud of the young independent man he has become. And then there is my easy-going card playing enthusiast father who routinely beats me at crib every night. If in Beaumont, you may see our entourage walking the local paths with our sometimes spazzy but usually ultra-mellow standard poodle Zack. If you see us, make sure to say hi!

Sincerely,

Shawn Gardner

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Owner Considerations
  • Wealth Protection Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Hockey
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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