At InvestEdge Planning, we help mid-life professionals, women, and those who are nearing retirement become retirement-ready and tax savvy. We do all of this with a personalized boutique-style approach that holistically encompasses retirement planning, tax planning, and strategic investment management. We come alongside you with the goal to help you optimize your retirement income and minimize your tax bill. Working together, your service is always crafted and custom-tailored to address your needs and priorities. Our commitment to you is service in excellence, to be flexible and transparent with no hidden fees. Shannon Grey has over 20+ years in wealth management. Shannon Grey is the founder of InvestEdge Planning, LLC, an independent, fee-only financial advisory practice specializing in financial planning, retirement planning, forward-looking tax planning, and investment management services. For over 20 years, she provided wealth management services working with high-net-worth clients with Charles Schwab & Co. Shannon earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning. Shannon holds the CERTIFIED FINANCIAL PLANNERª certification granted by the CFP Board and the Chartered Retirement Planning Counselor CRPC¨ designation. Chartered Retirement Planning Counselor (CRPC).