Lan Shaw | Financial Planner

I am passionate about helping individuals, couples, independent women, and families pursue their dreams and make meaningful financial decisions that are true to their values.

I believe it’s important to invest my time to understand what you are working toward before I manage your money. I guide my clients toward financial independence with my personalized approach to wealth planning, accumulation, preservation, and distribution.

Working closely with you, your CPA, your attorney and other professionals, I take a holistic approach to develop and implement thorough, thoughtful, and practical financial strategies that best meet your needs and goals. I also help entrepreneurs develop business retirement plans, buy/sell agreement, liquidity strategies and succession planning.

Lan J Shaw
Financial Advisor
VISION Financial Planning