Objective 4:
Provide impeccable quality cost-effectively

Our clients come to us with a wide range of financially related questions, problems, and opportunities. Shaw Financial Services is a firm of practitioners dedicated to tax saving strategies, asset protection, wealth accumulation and estate tax planning through various concepts developed by our firm over the past years and adjusted from time to time to conform to the changes in the tax code. Our concepts are integrated variations of ESOP's, CRT's, Private Foundations, Employee Benefit Programs, Management Service Organizations and Restructuring Concepts. Established in 1966, we employ CPA's, Enrolled Agents, Attorneys and Certified Financial Planners and have numerous strategic alliances with ERISA and Business Law Firms, as well as Actuarial Organizations, Appraisers and Plan Administrators. In practice over forty years, our expertise has proven to be invaluable for the thousands of satisfied clients we have helped throughout our career.

We warranty that the planning techniques recommended or implemented are based upon the Internal Revenue Code of 1986, and all Code changes since that date, Treasury regulations, judicial decisions, and current published and private administrative positions of the Internal Revenue Service as set forth in Revenue Ruling, Revenue Procedures, Notices, Announcements, General Counsel Memoranda, Private Letter Rulings and Technical Advice Memoranda, all of which are subject to change. Our tax positions, methods and techniques are based on concrete authority under the Treasury Regulations and the weight of our authorities supporting our position is substantial to any contrary authority.

Services are offered individually so that clients and their Advisers may select, tailor and integrate those that are most appropriate. By sharing the costs of these highly specialized resources, the Wealth Adviser can offer clients all of the advantages of a family office - without the significant expense of establishing one.

We work with the client to create an action plan and then assist in executing that action plan. At the client's request, we also may provide advice and on an ongoing basis. The client decides the level of assistance required. Limited general advice may be sought, or the client may request that we perform all the preparatory work leading to a decision and action. In essence, we provide the knowledge and expertise in today's financial and economic environments that enable our clients to devote their energies to other priorities.