When we realize it’s time to think seriously about retiring…

That’s when the questions start:

How soon can I retire and still have a fun, comfortable lifestyle?

When is the best time to start taking my social security?

What happens when I start dipping into my investments?

What am I missing about minimizing my taxes after retiring?

How do I structure my estate so my heirs get what I want them to?

Where can I find a financial planner instead of a product salesman?

I answer your retirement questions in black and white, and…
…help you plan for success

If you’ve ever felt like an assembly line item on a financial planning firm’s desk, you’re not alone.

It takes years of hard work to build up your assets and savings. As a former software engineer… I know from personal experience.

Yet, some financial planning firms still treat their clients like a number instead of a person.

But that’s the opposite of how we like to operate.

That’s why we:

  • Don’t sell products or receive commissions. We work for you and only you.
  • Back up every financial decision we make with DATA, not opinions or gobbledygook.
  • Won’t call you every day… but will answer your phone calls whenever.
We keep our client base small to maintain a high service quality, and sign new clients on a case-by-case basis.

Want to have a chat to see if we’d be a good fit?

Our calls are low-key, friendly and pressure-free

Meet Shannon Lunsford


Shannon got his start in financial planning in 2003, when he took the CFP® course on a whim after organizing his family’s estate on his own.

He’d been a software engineer for the previous 20 years, and found that his technical skill set carried over well to investing and wealth management.

The result is the formation of Lunsford Financial Planning.

His clients value the comfort and security of making financial decisions based on solid, statistical data.

Having owned a software consulting firm, and been awarded patents for his work, he values hard work and determination… but believes it’s important to have fun along the way.

Shannon spends his free time traveling and developing his acreage in Hawaii.

A short call to get to know each other and see if we should work together

Kay Burns

Client Support Associate

Kay has been the Client Support Associate at Lunsford Financial Planning since June 2022. She has extensive experience providing support to business leaders and clients.

Prior to working with Shannon, she worked in the finance industry in San Francisco, specifically as an Executive Assistant at Citadel and an Associate of Office Administration at Jordan Park Group. More recently, Kay has held administrative positions with the Ministry for Women in Wellington, New Zealand, and at CU Boulder.

Outside of her work at Lunsford Financial Planning, Kay is pursuing her Master’s in Marriage and Family Therapy at Regis University. She enjoys hiking with her dog, Jerry, skiing, and traveling.


Ready to have a chat to see if I can help you?

A short call to get to know each other and see if we’re a good fit