At E&E Wealth, we believe advisors add the most value to you by being Financial Advisors. It is our goal to be trusted partners for everything from cash flow and retirement planning to tax planning and insurance needs.
Tax-smart retirement planning, built on 40 years of trust and experience.
I'm Shawn Ewasyshyn, managing partner at E&E Wealth. My focus is simple: help you keep more of what you've earned, make confident decisions about retirement, and build a plan that actually makes your life richer, not just your portfolio.
Wondering how much you could save in taxes over your retirement? Find out in 30 minutes, free. Get your Tax Gap Analysis
The E&E Wealth Difference
Find out what your tax bill in retirement could actually look like.
Most pre-retirees are surprised to learn how much of their retirement income is taxable, and how much of that is preventable with the right plan in place. In your free Retirement Tax Gap Analysis, we will:
- Review your current income sources and tax exposure in retirement
- Identify Roth conversion windows and other tax-reduction opportunities
- Show you what proactive planning could save you over a 10 to 20 year retirement
- Answer your questions with zero pressure to move forward