Meet the guy who can help you pursue your retirement goals

We guide individuals and families toward their ideal retirements.

Experienced, Dedicated, Focused

You are at the center of everything we do.

Shawn Mueller-10_HR 10.15.19

Shawn Mueller, CRPC™

Financial Planner

Shawn’s mission is to help provide every client with targeted, comprehensive financial advice and portfolio management strategies that are delivered with the highest level of personal service and professional integrity.

Shawn’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.”

After receiving a bachelor’s degree from Oakland University, Shawn continued his education by earning a Master of Business Administration from Texas A&M University-Commerce. He earned a Chartered Retirement Planning Counselor  - CRPC designation from the College for Financial Planning and holds Series 7 and Series 66 security licenses as well as life, health and annuity insurance licenses.

Shawn spends his free time with his wife, Lauren and their young son and daughter. He enjoys staying active both mentally and physically, whether it’s running, golfing, or learning the disciplines of martial arts.

Chartered Retirement Planning Counselor™ and CRPC™ are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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