Shane Perry
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Shane Perry Email & Phone Number

Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising at The Retirement Solution Inc.
Location: Redmond, Washington, United States 8 work roles 1 school
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Role
Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising
Location
Redmond, Washington, United States

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Shane Perry is listed as Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising at The Retirement Solution Inc., based in Redmond, Washington, United States. AeroLeads shows a matched LinkedIn profile for Shane Perry.

Shane Perry previously worked as Financial Planner at The Retirement Solution Inc. and Associate Planner at The Retirement Solution Inc.. Shane Perry holds Bachelor Of Science, Finance from Purdue University.

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Email format at The Retirement Solution Inc.

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The Retirement Solution Inc.

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About Shane Perry

Formerly known as Absolute Return Solutions Inc.Welcome to The Retirement Solution, where we answer life's most pressing questions: "Can I retire, and how much money can I spend?" Our mission is to help you thrive in retirement by identifying the monthly income you'll need for the rest of your life without ever running out of money. Our comprehensive retirement distribution plans protect your income from stock market fluctuations, ensuring your hard-earned money is always there for you. We optimize cash flow by reducing taxes and increasing income. With a team of planners bringing diverse strengths and backgrounds, we offer unmatched guidance.The Retirement Solution Inc. is a Registered Investment Advisor in Washington state. We are registered in all states to provide advisory services.I am committed to enabling clients to retire earlier and relish the next phase of life. Our consultations provide a transformative perspective, clarifying your retirement timeline and allowing you to live life on your own terms.As a financial advisor at The Retirement Solution, I specialize in helping you achieve a blissful, worry-free retirement, potentially retiring 3-4 years earlier. Using our exclusive software and planning process, we ensure your financial resources last.Do these concerns resonate with you?❌Fear of running out of money in retirement, causing financial instability.❌Anxiety about prolonging your career unnecessarily due to unclear retirement spending.❌Worries about burdening your children with financial responsibilities later in life.You may not have had the chance to connect with a trusted authority in retirement planning, income, tax and wealth creation. It's easy to overlook these crucial aspects amid a busy life.I take great pride in the expertise and accomplishments as a financial advisor at The Retirement Solution. Allow me to assist you in:✔Experience the freedom to work by choice, not necessity → Tailored financial strategies.✔Enjoy the liberty to spend your days as you wish → Personalized planning.✔Direct your inheritance to your heirs, not the IRS → Strategic estate planning.Ready to transform your retirement? Reach out via direct message on LinkedIn or using the contact information below:☏ +1-888-500-5830✉ shane@trsfamily.com✉ scheduling@trsfamily.com🌐 www.theretirementsolution.com

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Shane Perry's current company

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The Retirement Solution Inc.
The Retirement Solution Inc.
Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising
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8 roles · 23 years

Shane Perry work experience

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Financial Planner

Current

Redmond, Washington, United States

Shane Perry received his Bachelor of Science in Financial Planning and Advising from Purdue University. In addition, he studied Economics with emphasis on investment mathematics, accounting, estate planning, statistics, and tax law.At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to.

May 2020 - Present

Associate Planner

Greater Seattle Area

Formerly known as Absolute Return Solutions Inc. "Can I retire, and how much money can I spend?” These are the questions we answer at The Retirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement.

Feb 2014 - May 2020

General Manager

G&S Certified Public Accountants, L.L.C.

Kingman, Arizona

Jan 2010 - Feb 2014

Internal Wholesaler

http://oneamerica.com/Home

May 2005 - 2009

Life & Annuity Wholesale Deparmtment

Indianapolis, Indiana Area

2004 - 2005 ~1 yr

Para Planner

Mcmahan Capital Management, L.L.C.

Indianapolis, Indiana Area

2003 - 2004 ~1 yr
1 education record

Shane Perry education

FAQ

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What company does Shane Perry work for?

Shane Perry works for The Retirement Solution Inc..

What is Shane Perry's role at The Retirement Solution Inc.?

Shane Perry is listed as Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising at The Retirement Solution Inc..

Where is Shane Perry based?

Shane Perry is based in Redmond, Washington, United States while working with The Retirement Solution Inc..

What companies has Shane Perry worked for?

Shane Perry has worked for The Retirement Solution Inc., G&S Certified Public Accountants, L.L.C., Kingman Area Chamber Of Commerce, Roman Catholic Diocese Of Phoenix, and Oneamerica.

How can I contact Shane Perry?

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What schools did Shane Perry attend?

Shane Perry holds Bachelor Of Science, Finance from Purdue University.

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