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1155 Kelly Johnson Blvd., Suite 200, Colorado Springs, CO 80920

(719) 638-3448
kirby.shineman@lpl.com
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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we strive to live by ours every day.

Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Kirby Shineman

Financial Advisor

(719) 638-3448

1155 Kelly Johnson Blvd.
Suite 200
Colorado Springs, CO 80920

kirbyshineman@wradvisors.com

Contact Us Meet the Team
Contact Us Meet the Team

Your retirement is my business.

Whatever your ideal retirement looks like, I can help you prepare.

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Get financial benefits for you and your employees

Your business has unique needs, and I have the resources to support you, your business and your employees.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

Services for your business

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Questions? Let's connect

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