|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Wellness, Life Planning & Retirement Education |
|
|
|
|
| Lifelong Learning for Adults of Any Age and at Any Life Stage… |
|
|
|
|
|
|
Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP |
|
|
|
(Better
known as "Shags") |
|
|
CERTIFIED FINANCIAL
PLANNER™ Practitioner |
|
|
Chartered Retirement Planning CounselorSM |
|
|
|
Certified Retirement Counselor® |
|
|
|
Certified Enhanced Lifestyle Planner |
|
|
|
Certified Money Coach |
|
|
|
|
|
|
Helping you assess and improve your
feelings of financial well-being |
|
|
|
so you can spend your time and
resources in ways you value most. |
|
|
|
|
| The
Story of Shags |
|
|
|
| To quote
Bill Cosby, "I started out as a child." |
|
|
|
| A
true Baby Boomer, I grew up in Youngstown, Ohio, then attended college |
|
| in
Florida before returning to Ohio for law school. After my formal education |
|
| ended,
I worked for a year with a regional accounting firm in Akron, Ohio, |
|
| before
moving back to Youngstown to work in the brokerage industry in |
|
| a
partnership with my father, who had been a veteran in that field since
the |
|
| mid-1960's. Over the next twenty years, I continued my
professional education |
|
| and
earned four certifications and designations related to financial, retirement |
|
| and
life planning. |
|
|
|
| In
the spring of 2002, I decided to leave the brokerage business to help a long- |
|
| time
friend begin a private money management firm in Cleveland, applying an |
|
| income-focused
investment strategy which had proven itself to be profitable |
|
| in
the early-1970's to mid-1980's as the market emerged from a very challen- |
|
| ging
time. While the revised investment strategy proved itself to work, it was |
|
| still
"selling", which was something that I was looking to move away
from |
|
| at
the time. So, in March of 2003, I took
the bold step of starting my own |
|
| business
to do what nobody else in my area was doing: "financial planning |
|
| done
well" by focusing exclusively on the client's life perspective and not |
|
| tying
the result of the planning to something I have to sell to them. |
|
|
|
| I've
been very fortunate to be in the right places at the right times -- most of |
|
| the
time, anyway! In the mid-1980's, I had the great fortune of discovering
a |
|
| wonderful
group called the International Society for Life & Retirement
Planning |
|
| (ISRLP),
joining their board and serving as their last president before uniting |
|
| with
the Association for Financial Counseling and Planning Education (AFCPE). |
|
| Through
my association with ISRLP and AFCPE, I've met many wonderful, tal- |
|
| ented
and dedicated people who have come to shape my philosophy and approach. |
| These
folks and I collaborated many times over the years and several of them went |
| on
to develop practice tools and workshops which I license to use with clients |
|
| in
my current practice. It also gave me the opportunity to "give back"
to my |
|
| chosen
profession, sharing my organizational skills, passion, vision and enthu- |
|
| siasm
for the benefit of the myriad organizations I've chosen to serve. As we |
|
| say
at Rotary International, "he profits most who serves best." |
|
|
|
| Though
the "Life Planning" movement is beginning to catch fire both within
the |
|
| financial
planning professional associations as well as within the grassroots and |
|
| mainstream
financial press, it's been a focus of my interest and professional |
|
| development
since my earliest days with ISRLP. I've been a student of some of |
|
| the
best over the years -- George Kinder, Dick Wagner, Carol Anderson,
Connie |
|
| Kilmark,
Deborah Price, Michael Stein, Betsy Kyte Newman, and Mitch Anthony, |
| just
to name a few. Many of these people ended up meeting each other through me, |
| which
is a very inspiring and fulfilling thought upon which to reflect. So while my |
|
| name
isn't mainstream (yet) in this emerging and evolving movement called
life |
|
| planning,
my reputation within the myriad facets of the movement is well known. |
|
|
|
| With
the freedom and opportunity that comes from running one's own business, |
|
| the
potential opportunities are endless, and I look forward to what is yet to
come |
|
| with
great anticipation and excitement. Each workshop and engagement gives me |
| the
opportunity for sharing and for growth, helping to make a real difference in
the |
| lives
of the people who choose to work with me. |
|
|
|
| I'm
dedicated to life-long learning, and seek opportunities to hone my existing
skills, |
| acquire
and develop new skills, and apply what I've learned with clients as well
as |
| share
what I've learned with other financial service professionals, both
through |
|
| continuing
education presentations and through coaching and training relationships. |
|
|
|
|
|
|
|
|
|
| Planning For
Life •
1141 Roxie Ln. • Walnut Creek, CA 94597-1806 |
|
| OH: (330) 727-0444
• CA: (925) 949-3938 |
|
| e-mail: Shags@PlanningForLife.info |
|
|
| CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification
marks owned by the Certified Financial Planner Board of Standards, Inc. These
marks are awarded to individuals who successfully complete the CFP Board’s
initial and ongoing certification requirements. Click here to visit their website. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
