Sharon Lear (CFP®, MBA)
Sharon Lear focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- College/Education Planning
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Team Approach
Guideway operates with the expertise of two advisors who work as a team, making us especially attune to the needs of couples.
Broad Resources
We are members of the Alliance of Comprehensive Planners (ACP™), a community of 150 fee-only financial planners who use the retainer model. Our clients benefit from ACP processes and tools refined over 20+ years.
Tax Integration
As ACP advisors, we offer tax preparation as well as tax planning. Or, we can coordinate with a client’s current CPA.
Analytical Investments Optimization
Guideway also utilizes planning technology that is rooted in sound market statistics, not only opinions about the market. Jim has developed an expertise in optimization of data that benefits our asset allocation process.
Retirement and Goals Planning
This analytical approach offers distinct advantages for retirement, college funding, and other goals:
Income that Lasts an Exact Time
You choose the exact time period, so there is no need to worry about money running out later in life. Income lasts for the duration that it is planned.
Higher Anticipated Safe Withdrawals
Time-certain income reduces the need for excessive padding in the portfolio. Higher safe withdrawals are possible, so you can fully enjoy your savings in retirement. You choose whether to plan for an inheritance or not.
Additional Information
About Sharon
Sharon Lear owns and operates Guideway Financial along with her husband, Jim. She is a CERTIFIED FINANCIAL PLANNING™ professional (CFP®), and she holds an MBA from the McCombs School of Business at the University of Texas at Austin. She graduated Summa Cum Laude with a B.S. in Industrial Engineering from Texas A&M University.
Prior to establishing Guideway Financial, Sharon led a successful marketing career in the semiconductor industry for 15 years. In the mid-2000s, Sharon joined Jim in exploring financial software methodologies for asset allocation and retirement strategy. She was inspired to become a comprehensive financial advisor in order to integrate an essential suite of financial services with retirement planning. She and Jim work together at Guideway, where he serves as chief investments manager.
Sharon is part of the Alliance of Comprehensive Planners™, a national association of fee-only financial advisors who practice a holistic approach. She is also a member of NAPFA and the Financial Planning Association®, and served on the Board of Directors of her local chapter for two years.
Austin, Texas is Sharon’s home base along with her husband Jim, teenage daughter, and college-student son (when he is home!). She is originally from Longview, and North East Texas and San Antonio are also focus locations of Guideway. Her interests outside of work include jogging, time with friends and family, home improvement, and volunteer work. Sharon has served on the Board of her neighborhood association, and she is currently a Board member of the Texas A&M Aggie Moms Club.
NAPFA Start Date
June 06, 2016
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.