Sharon Lear Email & Phone Number

Note: Due to Regulatory constraints I am unable to accept Endorsements or Recommendations.Fee-only financial advisor practicing in Austin, TX at Guideway Financial, LLC. I specialize in comprehensive planning services to create purposeful strategies to strive toward your goals today and in retirement. As a fee-only financial consultant, I sell no products and receive no commissions. Our firm uses an annual retainer model, rather than assets under management, since this enables us to put our clients' interests first. We offer both financial planning and investment management services, and retirement planning is our specialty. Our patented portfolio optimization tailors the plan to your goals, time horizon, and risk tolerance. Guideway also provides comprehensive financial planning services, including tax planning and preparation, and insurance analysis (no sales).I am a CERTIFIED FINANCIAL PLANNING™ professional (CFP®), and a member of the Alliance of Comprehensive Planners™, a national association of fee-only planners that practice a holistic approach to financial planning. I am also a member of the Financial Planning Association® and NAPFA.Specialties: Financial planning (asset allocation, comprehensive planning, retirement planning, cash flow management, college funding, finances for couples), marketing management (product marketing, product management, project management, marketing strategy, competitive analysis, product launch), business relationships (customer relations, client engagements, sales cycle).Disclosures: Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.Sharon Lear provides tax services which are separate from the advisory services offered through Guideway Financial, LLC. Guideway does not offer legal advice. Please consult the appropriate professional regarding your individual circumstance.

Listed skills include Not Permitted and By Regulations.

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  Fee-Only Financial Coach, Planner, And Advisor

  Guideway Financial, Llc

  Jun 2013 - Present - Austin, Tx

  Fee-only CFP® professional providing comprehensive financial planning services including retirement planning, investment strategy, cash flow management, education planning, financial goal setting, efficient tax planning. Member of the Alliance of Comprehensive Planners™ (ACP) fee-only planning network, NAPFA, and the Fee-Only Network.