Your Guide to Your Financial Future
We provide the tools, knowledge, and education to help you succeed.
As Financial Professionals we will provide you with a variety of investments for your specific financial needs.
We specialize in the Dave Ramsey Smartvestor method of investing. Whether it is 529 college saving accounts, retirement, or paying off debt we are here to guide you in the process and help you reach your financial goals.
We have the heart of a teacher, our priority is for you to understand investing and all aspects of your financial plan. We are always available to answer any questions and help you succeed.
Got Questions? Contact Us Now!
Call us at 319-266-6156
20:00 05 Aug 22
A great local company. So personable and definitely helped find the right financial plan for me and my family
19:25 25 Mar 21
We have been with Shaw for quite a few years. We have found them to be very client oriented, and superb service. They care about their clients needs and take time to help with any questions the client may have. We are not just a number, they know us and actually help us to figure out what is best for us. A BIG thank you to Shaw Financial. Keep up the great work. Here’s to another great year!!!🍾
03:13 25 Mar 21
Jason walked me through options for a Medicare supplement and made the process easy for me. He explained things well and I feel he had my best interests at heart. He was very personable, patient and kind. I would highly recommend giving Jason a call if you are in the market for insurance.
00:16 25 Mar 21
Jason was super in sorting out information between my cousin, who is my POA and myself, switching from Medicare Advantage to AARP UHC. He went above and beyond explaining the difference between the two plans, what was covered etc. Jason was extremely patient and went overtime in getting the results taken care of. It was greatly appreciated.
01:40 12 Sep 19
Rob Shaw has been a tremendous asset in helping me work towards my financial goals. He is extremely knowledgeable and is very helpful at answering questions and explaining how things work. I recommend him and his company to anyone that is looking for an honest, non-pushy financial advisor that will help guide you at your comfort level. He works at your pace and your comfort level of investing. We need more people like Rob! He is the best!