Shane Perry

Shane Perry Email and Phone Number

Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising @ The Retirement Solution Inc.
Shane Perry's Location
Redmond, Washington, United States, United States
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

Shane Perry's Current Company Details
The Retirement Solution Inc.

The Retirement Solution Inc.

View
Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising
Shane Perry Work Experience Details
  • The Retirement Solution Inc.
    Financial Planner
    The Retirement Solution Inc. May 2020 - Present
    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 represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.Shane has been an active Rotarian of Rotary International since 2009. From 2009 until 2014, Shane was Treasurer and held a board position on his Rotary Club in Arizona. Shane also maintains an active board position for the Rotary eClub One and is the Chair for the Finance Advisory Committee.Shane and his wife, Dr. Hillary Perry, live in Redmond, Washington. They maintain active roles in their church, Saint Jude’s Roman Catholic Church, where they both spearhead various out-reach programs. They also enjoy exploring and hiking throughout the PNW when they are not visiting family in the mid-west and Arizona.
  • The Retirement Solution Inc.
    Associate Planner
    The Retirement Solution Inc. Feb 2014 - May 2020
    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 distribution plans are designed to protect your income from stock market fluctuation so that the money you worked so hard for will be there for you. We create cash flow by reducing taxes and increasing income. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance. If you would like to learn more about and how we can help you navigate the choppy waters of retirement, please contact us at 888-500-5830. The Retirement Solution Inc. is a Registered Investment Advisor in the state of Washington. Our investment advisors may not transact business in states unless appropriately registered or excluded or exempted from such registration. We are registered as an investment advisor in AZ, CA, CO, ID, OR, TX, UT, WA. We can provide investment advisory services in these states and other states where we are exempted from registration.
  • G&S Certified Public Accountants, L.L.C.
    General Manager
    G&S Certified Public Accountants, L.L.C. Jan 2010 - Feb 2014
    Kingman, Arizona
  • Kingman Area Chamber Of Commerce
    Member
    Kingman Area Chamber Of Commerce Jan 2010 - Feb 2014
    Kingman, Arizona
  • Roman Catholic Diocese Of Phoenix
    Accountant
    Roman Catholic Diocese Of Phoenix Apr 2010 - Jan 2014
    Kingman, Arizona
  • Oneamerica
    Internal Wholesaler
    Oneamerica May 2005 - 2009
    Http://Oneamerica.Com/Home
  • Insource Inc.
    Life & Annuity Wholesale Deparmtment
    Insource Inc. 2004 - 2005
    Indianapolis, Indiana Area
  • Mcmahan Capital Management, L.L.C.
    Para Planner
    Mcmahan Capital Management, L.L.C. 2003 - 2004
    Indianapolis, Indiana Area

Shane Perry Education Details

Frequently Asked Questions about Shane Perry

What company does Shane Perry work for?

Shane Perry works for The Retirement Solution Inc.

What is Shane Perry's role at the current company?

Shane Perry's current role is Financial Planner @ The Retirement Solution Inc. | Financial Planning & Advising.

What schools did Shane Perry attend?

Shane Perry attended Purdue University.

Not the Shane Perry you were looking for?

  • Shane Perry

    Owner At Digital Reach
    Maui
  • Shane Perry

    Santaquin, Ut
    2
    my-family.us, lingotek.com
  • Shane Perry

    San Antonio, Tx
    3
    premiumretail.com, gmail.com, carecredit.com
  • Shane Perry

    Commanding | 92 Lrs Cc | Mba | Lro & Mx | Indo-Pacific Leader & Sme | Dki Apcss Ipoc Grad | Ts/Sci
    Fairchild, Wa
  • Shane Perry

    Deputy Business Program Manager At Leidos . Creative Collaborator . Guerrilla Marketer . Dot Connecter . Question Asker . Get Stuff Done'R
    Collinsville, Il
    5
    graybar.com, primerica.com, sourceonesolutions.com, s1sonline.com, leidos.com

    2 +131457XXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.