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

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.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?
Learn More

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More

Questions? Let's connect

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