Delivering Financial and Retirement Planning Solutions to Help You Optimize
Wealth, Income, and Tax Savings
At InvestEdge Planning, we offer a personalized boutique-style approach that holistically encompasses financial planning,
retirement planning, and forward-looking tax planning
with strategic investment management.
I come alongside you with the goal of helping you
optimize your wealth and income while minimizing your tax bill.
Working together, your service is always crafted and
custom-tailored to address your needs and priorities.
My commitment to you is service excellence, to be
flexible and transparent with no hidden fees or agendas.
What We Do
Who We Serve
Women & Couples
Providing Wealth Management Services for:
Mid-life Professionals who have retirement top-of-mind
Retired, Semi-retired, or those who are nearing retirement
Women & Couples
Families- who want to gain control of their finances and have a clear direction on how to attain their major financial goals, e.g., debt payoff, college savings, making vacation memories, retirement, tax planning, leaving a legacy for their loved ones, etc.
Who We Are
Shannon Grey, CFP®, CRPC®, MPAS®
CERTIFIED FINANCIAL PLANNER™
FEE-ONLY | FIDUCIARY
Shannon Grey began her financial career in 1999 as a financial advisor with Charles Schwab and Co. She holds an M.S. in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and she also holds the Chartered Retirement Planning Counselor℠ designation.
In her 20 plus years of financial consulting, Shannon found that people all too often invest for their future without preparing a financial plan which is much like driving to an unknown destination without a map or GPS, and without having guardrails in place to protect you from danger zones on your financial journey. Moreover, most people work with advisors who don't truly understand their entire financial picture, as scheduled meetings may have specific sales agendas. As a fee-only fiduciary, Shannon works alongside you by providing a personalized approach that allows her to better understand your cash flow for essential and discretionary spending, your tax history, your financial goals and concerns, your relationship with money, and what financial security looks like for you in retirement and for your future. She provides expert guidance to help you optimize your finances by creating a budget with an emergency fund, become tax efficient with annual forward-looking tax planning, will help you protect your assets and legacy with wealth transfer, and will steadily guide you through the twists and turns of the stock market or life's surprises while helping you manage your investment portfolio with confidence. Her unique approach with strategic investing, which sets her apart from other advisors, marries the fundamentals with the technical trends of the market, which in essence, is another layer of risk management for the investment portfolio.
When working closely with Shannon, you will establish clearly defined goals with a roadmap, set annual targets, mitigate risks, and adjust for setbacks with a contingency plan while she guides and inspires you along the way. Shannon believes that by continuing to offer education, awareness, and coaching; investing and planning for your future become measurable goals that are not out of reach for you. Working together, your service is always custom-tailored to address your needs and priorities. All meetings are held via Zoom or over the phone, with flexible hours available. So don't "hope for the best," work with an experienced financial planner and be in control of your financial journey.
Shannon is not compensated with sales commissions or bonuses and is bound to the fiduciary duty to always act in your best interest.
The custodian for all account funds and assets with InvestEdge Planning is Charles Schwab & Co.
View FINRA's BrokerCheck report: Shannon Grey
Member of These Networks and Partners
InvestEdge Planning LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
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Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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