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 Invest with Confidence. 
 Helping you plan a bright future.

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Delivering Retirement Planning
Solutions to Help You Optimize
Income and Tax Savings

At InvestEdge Planning, we offer a personalized boutique-style approach that holistically encompasses retirement planning,
tax planning, and strategic investment management.

I come alongside you with the goal of helping you
optimize your income and minimize 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.

Are you retirement ready?
Get Your Free Retirement Plan Assessment

InvestEdge Planning is a Plan$well Trusted Advisor 

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InvestEdge Planning

What We Do

Financial Planning

Retirement Planning

Asset Management

Tax Planning


A successful retirement encompasses:

  • A written retirement income plan- Timing of distributions and managing multiple income streams and accounts.

  • Social Security and Medicare planning - to help you avoid penalties and make informed decisions about when to apply.

  • Tax Planning- maximizing your income and making it last for decades.

  • Strategic Investing- Portfolio management to help you navigate an ever-changing economy and stock market, and to help you mitigate rising healthcare costs, longevity risk, and inflation in post-retirement.

  • Protection of Your Wealth- having all your financial directives in order for a seamless transfer of wealth to your loved ones. 

with Forward-Looking Tax Planning

Imagine your life with less financial stress...  Get all your financials in order by gaining clarity and confidence on issues like reducing debt, growing your savings for future goals, saving on taxes with forward-looking tax planning, and selecting investments for growth, income, or capital preservation to build your wealth. Working with a financial planner will enhance your wealth by helping you mitigate life's risks with insurance, reach your set goals, e.g., retirement, travel, or buying a vacation home, help you with college savings by comparing university tuition and acceptance rates, and protect your loved ones with legacy planning. You may lean on a coach or mentor for reaching fitness, well-being, academic, and/or career goals but to achieve financial wellness, it simply begins with a financial plan which lays the stepping stones to help you build and sustain your wealth. With our collaboration, you will have the guidance and inspiration to help you navigate the twists and turns of the ever-changing stock market and your financial journey. Let's get to work today on formulating an action plan for all your financial goals.

Click here for specific details on the Financial Plan Package




with Forward-Looking Tax Planning

What is your retirement readiness score?

Most savings are held in retirement accounts like 401ks, IRAs, SEP IRA, 403b, 457 plans, and pensions that are tax-deferred. Did you know that taxes can erode your retirement income and savings? What is your plan if taxes should rise?  The concern most retirees have is, "Will I have to change my lifestyle?" or "Will I have enough?". Whether you are pre-retired, semi-retired, or retired, we will discuss your retirement plan goals, starting with where you are now, where you would like to be, and when. We will address inflation-adjusted expenses and income stream options for post-retirement, how and when to take required minimum distributions (RMDs), review your Social Security benefits and how they will be taxed, prepare for Medicare, and evaluate longevity risk and long-term care alternatives. More importantly, forward-looking tax planning will be integrated to help you explore tax-free retirement income options. Our goal is to help you optimize income and save on taxes. An "optimal drawdown" plan will be exclusively prepared for you on which accounts to withdraw from first. We will also address any potential tax traps related to Medicare and Social Security benefits. Take charge of your retirement dreams today.

with Ongoing Annual Tax Planning

Need a second set of eyes to review your investment portfolio?  Is your capital working effectively for you? Is inflation, taxes, or market volatility hindering your investment returns? Are you exposing yourself to too much risk for the returns you get? Stop letting your emotions drive your investing decisions! Partner with an experienced professional with over 20 plus years of navigating the twists and turns of stock market trends and economic cycles. Combining the fundamentals and technical indicators together will allow you to take advantage of market opportunities, as well as mitigate risk during volatile periods. Whether you have a financial advisor or you do-it-yourself, get a review on your portfolio investments, advice on investment strategy, and a risk management plan for changing market cycles. Bear markets and downturns tend to repeat themselves every few years. What is your strategy to preserve your wealth as you move through these cycles whether you are still in the accumulation (working) years or in retirement?  Along with Strategic and Tactical Asset Allocation, Passive Portfolio strategies are an option. Tax-loss harvesting, Tax-efficient investing, Income, and Hedging solutions are also available. 

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Asset Management 

InvestEdge Planning

Who We Serve

Mid-life Professionals


Women & Couples


InvestEdge Planning


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.

InvestEdge Planning

Who We Are






Shannon Grey, CFP®, CRPC®, MPAS® 

InvestEdge Planning
InvestEdge Planning


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 building a proper financial plan which is much like driving to an unknown destination without a map or GPS. Shannon can help you by providing expert guidance to optimize your finances by minimizing your expenses with forward-looking tax planning and cash flow analysis, protecting your assets and legacy, managing your investment portfolio through the twist and turns of the stock market cycles, and addressing all your wealth concerns. Her unique approach to 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 you, Shannon will help you establish clearly defined goals, then set annual targets, help you understand your relationship with money, adjust for setbacks with a contingency plan, and act as a coach to guide and inspire 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. 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.


As a fee-only advisor, Shannon is not compensated with sales commissions or bonuses and is bound to the fiduciary duty to always act in the best interest of the client.

Shannon has been featured in                   Money and


​The custodian for all account funds and assets with InvestEdge Planning is Charles Schwab & Co. 



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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.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision.

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.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, InvestEdge Planning LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

InvestEdge Planning LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall InvestEdge Planning LLC  be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if InvestEdge Planning LLC or InvestEdge Planning LLC's authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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