Shawn has a perfect blend of personality and intellect that makes his advice easy to understand, timely and thoughtful. He takes the time to understand our situation and then applies it specifically for us.
Shawn is very knowledgeable and personable. He was able to answer some questions that will allow me to move forward in a more focused manner. Otherwise, the process would have seemed even more overwhelming.
Focus on the basics and no sales pitch. Shawn is obviously very knowledgeable, but the most important issue for me is the manner in which he shares that knowledge. He is a great listener, and understand the art of balancing the emotional side of retirement planning with the facts.