Services


YOU ARE MUCH MORE THAN YOUR INVESTMENT PORTFOLIO

People come to Shine with important questions about their financial lives.  They want to know they will be OK.  We engage in meaningful conversations and offer guidance that leads to clarity, confidence and control in making the right choices for future success and well-being.

Nothing is more important to us than helping you achieve what you want out of your life. We have decades of experience and expertise helping people understand different choices that can affect their financial plan.

We start the journey with a mutual understanding of where you want to go.  Then, with a clear picture of your current resources and future income streams, we create a “road map” for investment management and a financial plan that will get you safely where you need to go.