Tax and Retirement Planning for Professionals at Kendall Financial Services

She started offering bookkeeping and payroll services to a group of small business owners. At the same time Shaw started Kendall Financial Services, she also became the mom of a daughter who was born with Down Syndrome, a cognitive and developmental disability. As the years passed, Shaw’s reputation for her expertise in complex individual, small business and estate taxes grew. Her concern for her

own daughter’s future was a driving force in which she began to study all aspects of financial planning and wealth management. In 1999 she expanded her practice to include additional services of retirement planning and small business employee benefits. Shaw attended Heald College in 1984 to study the field of accounting. In September, 2006 Shaw attended Kaplan Financial Institute and received her Financial Planning Certificate. In addition to her role of President at Kendall Financial Services, she leads an active lifestyle participating in the sport of Triathlon. She uses the mental training and coaching skills learned in the sport, applying the lessons and disciplines to her business and services. Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). Please visit www.hdvest.com/social_policy for more information.