Dale Shaw, Cfp®, Ricp®

Dale Shaw, Cfp®, Ricp® Email and Phone Number

Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors @ Granite Harbor Advisors
houston, texas, united states
Dale Shaw, Cfp®, Ricp®'s Location
Houston, Texas, United States, United States
Dale Shaw, Cfp®, Ricp®'s Contact Details

Dale Shaw, Cfp®, Ricp® work email

Dale Shaw, Cfp®, Ricp® personal email

n/a

Dale Shaw, Cfp®, Ricp® phone numbers

About Dale Shaw, Cfp®, Ricp®

Taxes can be one of the biggest fees you can pay.I help pre-retirees and retirees create a more tax-efficient retirement income plan, which can mean significant savings for you, and improved legacies for your heirs! Social security maximization, net unrealized appreciation, pension elections, the order of withdrawals from various accounts, Medicare surtax thresholds, required minimum distributions, which assets to bequest for legacy planning...The decisions around each of these topics (and others) can impact taxes over your lifetime and the lifetime of your heirs. Ready to talk?

Dale Shaw, Cfp®, Ricp®'s Current Company Details
Granite Harbor Advisors

Granite Harbor Advisors

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Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors
houston, texas, united states
Website:
graniteharboradvisors.com
Employees:
8
Dale Shaw, Cfp®, Ricp® Work Experience Details
  • Granite Harbor Advisors
    Wealth Manager
    Granite Harbor Advisors Aug 2021 - Present
    Houston, Texas, United States
    View
  • Granite Harbor Advisors
    Planning Coordinator
    Granite Harbor Advisors Jan 2019 - Jul 2021
    View
  • Granite Harbor Advisors
    Operations Manager
    Granite Harbor Advisors Jul 2016 - Jan 2019
    7850 N. Sam Houston Pkwy West Suite 270 Houston Tx 77064
  • Hawkins Laakso Wealth Management
    Associate
    Hawkins Laakso Wealth Management Jan 2015 - Jul 2016
    3200 Southwest Freeway #1800 Houston Tx 77027
  • Axa Advisors Llc
    Financial Professional
    Axa Advisors Llc Sep 2008 - Jun 2016
    Houston, Texas
    View
  • Lowe'S Home Improvement
    Lumber Team Leader
    Lowe'S Home Improvement Jan 2006 - Sep 2008
    Texas
    View
  • Straightway Drug Prevention Team
    Group Leader
    Straightway Drug Prevention Team Jan 2002 - Dec 2005
    Texas
    While engaged with Straightway, Dale traveled with a team across Texas to perform for thousands of students on the theme of drug prevention using elements such as music, drama, comedy and personal stories to bring this life-changing message to the world.Dale and his team offered a large menu of services; they addressed and emphasized a variety of issues and topics from drugs and violence to teen leadership skills. At the peak of his time there, his team was able to reach out to 1,600 schools a year doing between 4 and 5 presentations a day. The team is able to captivate and relate to young people on different levels, making it a fun, exciting and a touching experience.

Dale Shaw, Cfp®, Ricp® Skills

Strategic Financial Planning Retirement Planning Risk Management Life Insurance Planning Estate Planning Strategies Wealth Accumulation Strategies Tax Sheltered Strategies

Dale Shaw, Cfp®, Ricp® Education Details

  • University Of Houston Downtown
    University Of Houston Downtown
    Finance
  • Wharton County Jr. College
    Wharton County Jr. College
    General Studies

Frequently Asked Questions about Dale Shaw, Cfp®, Ricp®

What company does Dale Shaw, Cfp®, Ricp® work for?

Dale Shaw, Cfp®, Ricp® works for Granite Harbor Advisors

What is Dale Shaw, Cfp®, Ricp®'s role at the current company?

Dale Shaw, Cfp®, Ricp®'s current role is Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors.

What is Dale Shaw, Cfp®, Ricp®'s email address?

Dale Shaw, Cfp®, Ricp®'s email address is da****@****ors.com

What is Dale Shaw, Cfp®, Ricp®'s direct phone number?

Dale Shaw, Cfp®, Ricp®'s direct phone number is +128122*****

What schools did Dale Shaw, Cfp®, Ricp® attend?

Dale Shaw, Cfp®, Ricp® attended University Of Houston Downtown, Wharton County Jr. College.

What are some of Dale Shaw, Cfp®, Ricp®'s interests?

Dale Shaw, Cfp®, Ricp® has interest in Family, Leadership, Grill Master, Coaching, Live Music, Church, Music, Sports, Golf, Travel.

What skills is Dale Shaw, Cfp®, Ricp® known for?

Dale Shaw, Cfp®, Ricp® has skills like Strategic Financial Planning, Retirement Planning, Risk Management, Life Insurance Planning, Estate Planning Strategies, Wealth Accumulation Strategies, Tax Sheltered Strategies.

Who are Dale Shaw, Cfp®, Ricp®'s colleagues?

Dale Shaw, Cfp®, Ricp®'s colleagues are Tasha Slawson, Ray Manz, Cfp®, Bethanie Baker, Tom Kelley, Mba, Caleb Christian, Cfp®, Clu®, Chfc®, Olivia Gonzalez, Nick Brown, Cfa, Cfp®.

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