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Ronald Shaw, CFP®
FREE
Workbook & Articles
“We are committed to helping our clients achieve their
financial and life goals, by offering objective, holistic advice.”
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About Shaw Financial Strategies…Taking the Worry Out of Your Financial
Future Is Our Only Goal
Do you want to
feel more confident about the financial decisions you make? Would you
rest easier knowing that you are doing everything you need to in order
to achieve financial independence? Do you want to have more time and
freedom for the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life and relationships.
We can help you
make the financial decisions that will make the most of what you have
now and help you build a more secure, enjoyable future.
As a CFP®, Ron brings the education, experience, and ethics
required by the Certified Financial Planner Board of Standards,
Inc., to assist you in developing a customized, holistic financial
strategy to reach your life goals. He is a Registered Investment
Adviser in Michigan.
Ron is active in many community and professional activities. He is a
member of the National Association of Personal Financial Advisors
(NAPFA), the nation’s leading organization dedicated to the
advancement of fee-only comprehensive financial planning. He is also
a member of ACA, a network of fee-only advisors focused on
comprehensive financial planning, the National Association of Tax
Professionals, and the Washtenaw Estate Planning Council.
Ron currently serves on the board and finance committee of The
Corner Health Center, a teen health center in Ypsilanti. He has
previously served as a board member and Treasurer of his church, and
currently serves on its investment advisory and planned-giving
committees.
Ron received his undergraduate degree from Indiana University, and
his Masters degree in Hospital Administration from the University of
Michigan. Before becoming a financial planning professional, Ron
worked for twenty five years in hospital administration, both as an
executive and an independent consultant. Seeking to work in a more
satisfying occupation, and desiring to offer comprehensive,
objective financial advice, he opened Shaw Financial Strategies to
provide fee-only advice to clients of all means.
Ron lives with his wife and family in Ann Arbor, and enjoys
traveling, golf, and softball.
When you work with me, you can expect:
- Straight talk. We don’t sell any financial products nor do we
receive any commissions. As fee-only financial advisors, our only
compensation is what you pay for our
professional advice. Our complete focus is on what is best for you.
- All-inclusive approach. Together we evaluate all aspects of
your finances and design a strategy where each part works in harmony
with the others. You’ll see that we pay a lot of attention to areas of
your financial life that are often overlooked or ignored by other
“financial planners.”
- Access. Life is constantly changing. For
one annual retainer fee, you can meet with us or speak to us often as is necessary to help you
accomplish your financial goals.
- Value for your money. We are committed to providing value that
exceeds our fee. It’s a concept that is virtually non-existent in the
financial planning profession. But doesn’t it make sense that your
financial advisor should work to save you more than he charges you?
- The highest professional standards. We are committed to the
Cambridge Pledge to Clients—your assurance of receiving the ethical
and professional treatment you deserve.
Would you worry less with a professional fee-only financial
advisor on your
side?
Contact Shaw Financial Strategies to learn more about the financial strategies that will help
you achieve your goals.
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in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.