Steven Shaw, NSSA® Advisor · Waxahachie, TX
Steven Shaw
Financial Advisor, S & S Financial Advisors, LLC
Professional Profile
Steven founded S&S Financial Advisors to create the kind of advisory relationship he believed people should have. Financial planning should begin with knowing a person’s priorities and values—not simply their accounts and assets. The mission of his practice is simple: to provide trustworthy guidance with clarity. Today, Steven works with individuals and families who want more than someone to pick stocks and send quarterly reports. They want wisdom in the decisions they are making and assurance about the future.
Steven Shaw has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Steven’s dedication to understanding the latest insurance and financial products ensures that he can effectively support individuals and families of all ages in achieving their financial goals. His recent affiliation with the National Social Security Advisors (NSSA®) highlights his passion for continuous learning and improvement, further enhancing the service he provides to his clients. If you’re looking for a reliable and knowledgeable financial expert in Texas to assist with Social Security planning, Medicare options, or overall financial strategy, trust Steven Shaw to deliver personalized solutions that protect your future.
Disclosure
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. CFP Board owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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