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Associated with Commonwealth Financial Network®, a Registered Investment Advisor and Broker/Dealer

Simplifying finances today, for tomorrow's peace of mind.

Investments, tax strategies, insurance, and income planning for a select group of individuals and families approaching or in retirement.

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Investment Planning
Social Security
Debt Strategy
Medicare Planning
Insurance Evaluation
Real Estate Planning
Retirement Planning
Income Strategies
Estate Review
Asset Allocation
Investment Planning
Social Security
Debt Strategy
Medicare Planning
Insurance Evaluation
Real Estate Planning
Retirement Planning
Income Strategies
Estate Review
Asset Allocation

About Shira Financial

Since 2013, Blaine Shira has been helping individuals and families navigate their financial futures. He holds a Bachelor's degree in Economics and an MBA from the University of Redlands. Blaine is also an Accredited Investment Fiduciary (AIF), and an Accredited Asset Management Specialist (AAMS), a program completed through the College for Financial Planning.

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Commonwealth Remains Only Firm to Earn #1 Ranking from J.D. Power for Independent Advisor Satisfaction

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HOW TO WORK TOGETHER

Getting Started with Blaine

A quick breakdown of the planning process and timeline to getting started:
Step 1.
Discovery Call

During our initial conversation, we will focus on the reasons you called, what you are looking for, and whether it makes sense for us to collaborate. If it does, I’ll gather relevant information about your income, expenses, debts, investments, and insurance. By the end of the call, you’ll have a clearer picture of your current situation and actions you can take today to enhance your future.

Step 2.
Financial Plan & Investment Discussion

About a week after our discovery call, we will reconvene to review your preliminary financial plan. We will review how the plan works and outline the key assumptions behind it. You will also be provided with a prioritized list of actionable steps to improve your financial situation moving forward. Finally, we will discuss and implement an investment plan tailored to your situation. 

Step 3.
Follow Up & Maintenance

Once we have the financial plan in place, we will meet regularly to further develop strategies specific to your situation, including:

  • Investment Management

  • Tax Allocation Strategy (Qualified, Non-Qualified, and Roth)

  • Cash Flow Management

  • Estate Planning Strategy

  • Education Planning

  • Social Security/Medicare Planning

  • Insurance Coverage Review

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© Shira Financial
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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Shira Financial, 3758 Cascadian Ln Greenbank, WA 98253. Blaine Shira (CA Insurance License #0180760) uses the trade name/DBA Shira Financial. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.