• Listen to Shane & Susan Live on Retirement Freedom

Live and Local Radio Every Saturday

Retirement Freedom at 10am on KGNW & Market Connection at 11am on KKOL

Consultations

Request a complimentary consultation and we’ll help you understand where you stand today, and how you can build a lasting retirement.

WorkShops

A Look Behind the Curtain, Evening Event, Thursday, June 16th

Join us for our exciting new event as we offer you the opportunity to look behind the investment management curtain. We will showcase our advisory … Read More...

Topic of the Week

Long-Term Care Annuities

Listen in Saturday morning as Shane and Susan discuss the key things about long-term care Annuities. What is it? How does it work? but mainly, is it … Read More...

Tune In

Live and Local, Every Saturday Morning at 10am
Call 800-955-8200 to ask a question during the show.