I'm passionate about a couple of things. The first is my family. I'm pretty sure my wife Sarah is the secret to my success. We have two daughters, Addison and Olivia, who remind me of why I do what I do. My second passion are my clients. I love sharing my knowledge with anyone who’s ready to achieve their vision in their own life and business. This typically revolves around the wealth planning process. As a Certified Financial Planner®, I help you create, implement, and monitor a comprehensive financial plan that aligns your personal and business visions. This includes strategies around investments, taxes, retirement, and estate planning.Along with being a CFP®, I also hold Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Chartered Life Underwriter (CLU) designations with The American College. I'm also an Enrolled Agent (EA) with the Internal Revenue Service which allows me to represent taxpayers before the IRS. I'm involved in the Financial Planning Association (FPA), Financial Planning Counselors of WNY, Estate Analysts of WNY, National Association of Tax Professionals and National Association of Enrolled Agents (NAEA), and am a past President of the Rotary Club of the Tonawandas.Outside of work, I enjoy golf, running, and spending time with my family. Shawn@NoteAdvisor.com