Bridging Milestones Together

By leveraging a deep background of financial study and planning experience, our goal is to guide you along your path toward financial independence and help turn your lifelong dreams and goals into actionable financial accomplishments.

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Our Ideal Clients

Financially-Savvy Educators

Financially-savvy educational employees know that it's never too early or too late to start saving.

Work-Optional Life

The journey to financial independence is a fluid process, working toward the goal of a work-optional life takes planning

Motivated Savers

Working toward financial goals takes motivation, planning and a long-term, disciplined approach.

Business Owners

For a sole-proprietor or large business owner, we can assess your
needs and the needs of your employees.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

We Are Your

Coach

We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.

Advocate

We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

Coach

Accountability Partner

Advocate

Services

What We Do

Shane Hall Financial was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Retirement Readiness Quiz

Do you feel ready for retirement? Our quiz will give you a better idea of where you stand and how it relates to your goals.

Does your retirement plan stack up? Let’s find out.

Question 1 of 6

How old are you?

This number determines how much time you have to prepare for retirement.

Question 2 of 6

What is your current or most recent annual income?

Use your gross annual income before taxes and other deductions. This number helps gauge your ability to save.

Question 3 of 6

What are your total retirement savings so far?

This number should include 401(k)s, IRAs, etc., plus any employer contributions to help determine your retirement readiness as of today.

Question 4 of 6

How much do you save each month for retirement?

This number helps determine whether you’re on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don’t forget to include your employer’s contributions. Use your best guess if you don’t know the exact amount.

Question 5 of 6

How will your expenses change when you retire?

Keep in mind, your standard of living will likely change when you retire. Will your mortgage be paid off? Will you save money on your daily commute? Will you spend more on travel or entertainment?