Shawna Houston Stiles, CFP®

Shawna Houston Stiles, CFP®

Managing Director Southwest Region (CA Insurance License #OM62958)

Phone: 469.995.2464
Fax: 214.614.4220
Mobile Phone: 817.714.4122
E-mail:
 

Shawna Houston Stiles has over 20 years’ experience in helping individuals and families plan for retirement or other financial goals through employer-sponsored programs and direct relationships. 

Shawna’s primary focus is helping clients plan and navigate towards retirement, education planning, and other financial-centric goals through comprehensive financial planning.  Shawna first reviews and analyzes the current financial position that sets the foundation for success. Then, through risk assessment, she provides guidance on protection of assets and recommendations for growth of asset options.  As retirement or goal target dates near, the focus begins to shift from growth of assets towards distribution and seeking ways to maximize longevity of assets.  Through each phase of the financial planning process, Shawna coordinates with other professionals to implement taxation strategy and estate planning strategy.

Shawna’s passion for helping clients plan for retirement has led her to serve business owners with planning their exit strategies and transition of their businesses to the next generations.  Additionally, she helps businesses provide benefit plans to their employees that will provide saving opportunities for a future successful retirement.  Benefit plans include health insurance, dental insurance, vision plans, group life insurance, group disability income protection, and retirement saving plans.

 

Education

Western Governor’s University of Texas, B. S.

The American College
 

Certifications and Licenses

FINRA Securities Registrations: S-7, S-63, S-66

Insurance:  Life, Health, Disability, and Annuities
 

Professional Affiliations

Certified Financial Planner Board of Standards, Inc.