We are a comprehensive financial services firm with an eye on retirement. No matter your age or income, we can help you transform from being unsure of your financial future to a confident wealth builder who can trust your income to take care of you and your loved ones for the rest of your life.

Retirement

Retirement planning is the cornerstone of our business. We create a custom, step-by-step plan for you to manage and invest your money so that you may have the financial resources you need to last a lifetime. We use engaging charts and graphs to transform complex financial concepts into easy to understand visuals that enable you to become active participants in your own financial futures.

INVESTMENTS

Stocks • Bonds • Mutual Funds • Managed Accounts

insurance

Life • Long Term Care • Disability • Annuities

About the Team

Shawn o. short

managing director

Shawn Oliver Short is a Financial Adviser with 14 years of experience. Shawn and his wife Brandeis live in Florence, Alabama with their daughters, Elsie and Evelyn and dogs Edgar and Esme.

VIEW SHAWN'S PROFILE ON BROKER CHECK

EVELYN HOWARD

Office manager

Evie has worked in Financial Services for 11 years as an office manager and assistant. She oversees the daily operation and efficient flow of paperwork through the office. Evie resides in Rogersville, AL.

Let's Talk About
Your Plan

Schedule a phone call with Shawn to discuss your needs and make sure you’re on the right track toward your financial goals.

256.247.6080

501 E. Dr. Hicks Blvd., Unit C
Florence, AL 35630