Shane Rankin Financial

We are told to accumulate for retirement. What they don’t tell us is retirement is ALL about the distribution of your wealth. Want to learn why?

Chances are you're doing it wrong, don't worry so was I until I learned the truth. I’ve found that what I thought I knew about money wasn’t true at all. I believe, and most people agree, that you should only have to pay income taxes once. Yet we continue to contradict our beliefs and engage in financial strategies laden with future taxes, advisory fees, and broken promises that most aren't aware is happening in the background. I’ve also learned that the wealthy move their money in the exact opposite direction as the middle class because they know how taxes, interest, and advisory fees work. I help my clients identify money they’ve been unnecessarily spending on taxes and fees, stop the transfers of wealth, and put that money back into their pocket using a strategy that has been endorsed by the IRS for over 100 years! As a result, my clients can live in/as close to a 0% tax bracket and save over $360,000 in their retirement years in unnecessary taxation, fees, and medicare premiums. 832-221-2995 [email protected]

Mission: We believe that a client’s financial needs should be above all else. So we focus on the education of advisers to ensure that our team of experts are well-trained and committed to putting you, our client first. Whatever your goals, we are dedicated to you; by offering comprehensive wealth management strategies, for individuals, families, and businesses, we focus on the big financial picture and we design plans that reflect each client’s unique and specific goals. We utilize tax-exempt and tax-efficient wealth management strategies so we can help you build the ideal portfolio that uses the tax code to your advantage. We strive to retire clients in as close to the zero tax bracket as possible by tax diversifying their portfolio with favorable, tax-favored assets and investments.

Operating as usual

Which phase are you in? Let’s talk.

These are points in your life that might trigger the need for life insurance. Which emoji are you? 🤔 #WorldEmojiDay #LIAM20

Life happens, make sure you’re covered.

Have you thought about it this way before? You insure your other valuables – be sure to cover your ability to make a living too. #DIAM20

Special thank you to all nurses, the true superheroes on this special day! #COVID19 #nationalnursesday #thankyou #superheroes

It's #thankfulthursday and I'm geared up for today's webinar at 2:00 p.m. CST. Let's talk about what's trending in the financial industry and strategize for your future!

https://www.eventbrite.com/e/how-to-achieve-financial-stability-in-uncertain-times-zoom-webinar-tickets-102284844724?aff=efbeventtix

#Thursdayvibes #finances
#deathandtaxes
#COVID19
#zoom
#eventbrite
#linkedin
#fiancialindustry
The Fitzpatrick Group

We just blew past $24 trillion of debt!!! Here's the worst part: this doesn't even include the most recent spending for the #CARESAct. The tax freight train is about to pick up a lot more speed. #deathandtaxes #isyourmoneyinbedwithIRS #itsonlyyourretirement

Do you have investment strategies that don’t involve the stock market and help maintain #liquidity for unexpected times? Let’s start the conversation today. #financialprofessional #taxexempt #cashisking

This is #WHY I do what I do.

#StartwithWhy #Covid #Protectyourlovedones #lifeinsuranec

Remember, the "unknown" is exactly why insurance professionals put their strategies in place for you and your loved ones. We'll get through this. #MondayMotivation

cnbc.com

Employers may drop 401(k) matches as companies look to cut expenses

Scary times we live in. Have questions?
Feel free to contact me to learn more about your #retirementplanning

cnbc.com Companies both large and small are seeking legal advice about their options for reducing or pausing their contributions to their workers' 401(k) plans — a move that some employers made during the last U.S. economic downturn.

[04/03/20]   Bank Update:

Bank of America is accepting applications

Chase is taking "pre-applications" and says they will contact you

Spirit of Texas asks that you call and speak with a rep

Frost also asks you to call your rep

Major Banks Not accepting applications yet:
Regions
Woodforest
Cadence
Amegy
Wells Fargo
BBVA
Capital One

Shane Rankin Financial

cnet.com

13 Zoom video chat tips, tricks and hidden features

Great tips for working from home utilizing #Zoom

cnet.com Learn to change your background, your audio and video settings, and how to share your screen.

There is a HUGE difference in #average #rateofreturn and #actual rate of return. Don’t let your #financialprofessional tell you otherwise.

#return #retirement #retirementplanning

Running webinars from the announcer box at Minute Maid Park for opening day today hahaha #zoom #socialdistancing #lifeinsurance #financialplanning #openingday #gostros #astros

Cheaper than a cup of Dunkin a day!

Think life insurance is out of reach financially? You might be surprised to find out how affordable a policy can be. Talk to a professional to get a quote.

Now is a great time to look at a #refinance of your #mortgage! As a financial professional I highly advise people to take time while they are stuck at home to reach out to Ralph Tapia to get a quote. It could save you hundreds, if not thousands of dollars a year. Money you could put towards your retirement, college funds, etc. #money #retirement #financialprofessional

Life Happens

The beauty of permanent life insurance is what it does while you aren’t paying attention to it: It accumulates cash value. Money—money that you can tap now to help tide you through a time of financial uncertainty. Learn more and then contact your agent:

Shane Rankin Financial's cover photo

To anyone who has experienced a job loss or loss of benefits, I'm so sorry to hear - however, there are options out there for you in the private market that you can take advantage of. Please feel free to utilize me as a resource for you and your family during this difficult time.

#lifeinsurance #financialplanning #retirement #starttheconversation #glasshalffull

[03/20/20]   Don't let unwashed hands be the reason you don't make it home to provide for your family.
#Coronavirus #LifeInsurance #financialplanning

Shane Rankin Financial's cover photo

Ready to kick off this rodeo season it in style! Team one take over for Willie night! #winegarden #hlsr #committeeman

Shane Rankin Financial's cover photo

Shane Rankin Financial's cover photo

Shane Rankin Financial's cover photo

Shane Rankin Financial's cover photo

Tomorrow is the day!!!! We are looking forward to seeing everyone at the #Microsoft store in the #galleria mall at 8:30 AM to educate on using Microsoft #Excel to understand the true value of your 401(k).

Make sure to use this link to register as seating is limited:
 https://retailevents.microsoft.com/event/event-details?id=Understanding_Your_401k_Using_Microsoft_Excel1495469479

#financialeducation #deathandtaxes

Happy Valentine’s Day! 💌 Today reminds us of the promises we’ve made to our loved ones—to love, cherish, guard and protect. #InsureYourLove

Understanding your 401(k) using Microsoft Excel

We are one week away from our first presentation of Understanding your 401(K) Using Microsoft #Excel at the #Microsoftstore in #thegalleria.

Make sure to register through the link below to get your seat reserved while there is still time. Looking forward to seeing everyone there and to go over some great #financialeducation

Had a great turn out for our team 1 wine tasting event. Thank you everyone for coming out and sampling the wines that we are going to feature this year at the 2020 Houston livestock show and rodeo Wine Garden!

Is #protecting the ones you love in a #priority for you in 2020?

Have you ever been through a true #lifeinsurance needs analysis?

Is your #employer sponsored life insurance enough?

These are the questions you must ask of yourself.

#Prioritize #howmuchdoyoureallyneed #termlifeinsurance #financialwellness #deathandtaxes

Commentary: Why your taxes could double - CNN.com

A great article on why #incometaxes will double in our lifetime.

“So as you file your #taxreturn this year, bear in mind that no matter how much you're paying now, you'll pay much more in the future because of Washington's failure to get its #finances in order.”

David M. Walker
Former Comptroller General of the United States

http://www.cnn.com/2009/POLITICS/04/15/walker.tax.debt/index.html

cnn.com Even under the best of economic circumstances, tax season is a tense time for American households. The number of hours we collectively spend working on our returns is probably a lot more than government agencies claim.

fitzgrp.com

Tax | The Fitzpatrick Group

Knowing the true rules of the IRS #TaxCode will give you serious advantage over most of your peers. #KnowTheRulesOfTheGame #TaxExempt #TaxDiversify

https://www.fitzgrp.com/resource-center/tax

fitzgrp.com

Our Story

More important than what I do, is why I do what I do. I’ve found that what I thought I knew about money wasn’t true at all. You see I believe, and most people agree, that you should only have to pay income taxes once. Yet we continue to contradict our beliefs and engage in financial strategies laden with future taxes that we don’t even understand. I’ve also learned that the wealthy move their money in the exact opposite direction as everyone else because they know how taxes, interest, and fees work. I help my clients identify money they’ve been unnecessarily spending on taxes and fees, stop the bleeding, put that money back into their pocket using a strategy that has been endorsed by the IRS for over 100 years! As a result, my clients can buy the things they want, and never have to pay another federal income tax on their wealth again. Office: 713-969-4517 Cell: 832-221-2995 Email: [email protected]

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Videos (show all)

Understanding your 401(k) using Microsoft Excel
Happy Presidents Day 2017

Location

Telephone

Address


1800 West Loop South Suite 1800
Houston, TX
77027

Opening Hours

Monday 08:00 - 18:00
Tuesday 08:00 - 18:00
Wednesday 08:00 - 18:00
Thursday 08:00 - 18:00
Friday 08:00 - 18:00
Saturday 08:00 - 18:00
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