Professional

Shane has been in this industry, with Northwestern Mutual, since 1998.  His background, of being a CPA, leads him to want to educate his clients and improve their financial security.  He does this through thorough factfinding and helping his clients develop a financial plan for them to follow.  He believes that “a vision, without a plan, is just a dream.” 

Shane works with business owners and individuals to help guide them on their journey of financial independence.  As our team is introduced to our clients, we will help them protect the people that are most important to them and introduce them to wealth management solutions that are specific to each one of their goals.  Our goal is to provide a road map for our clients to follow through financial planning.  This team approach, helps our clients stay on track to meet their financial goals and dreams.  We want to build lasting relationships with our clients.  We believe that these relationships are built on trust and that these relationships will impact multiple generations for our clients’ families.

 

Community Impact

A lifetime resident of the Lake Area, Shane enjoys spending time with his wife, Kelly, and their children, Chase, Alec, Ross, Aden, and Erin.  They enjoy the outdoors hunting, fishing, and boating.  As part of their local community, Shane has been involved in coaching his children's sporting activities, such as football, baseball, and basketball.  Currently, I am a board member of the Moss Bluff Swim Club, and Shane and his wife teach a children's class at their church. As a family, they participate in the Breast Cancer Walk in support of his wife's mother, a survivor!


Registrations

  • Series 6 & 63: Mutual Funds, Variable Annuities
  • Series 65: Investment Advisor
  • Series 7: General Securities Representative 

 


Awards & Accomplishments

  • Pacesetter 1st 40 (1998): Nationally only 11% of new financial representatives qualify for this award as this award represents one of the highest measures of consistency within Northwestern Mutual. 
  • Million Dollar Round Table (MDRT): (MDRT) is a global, independent association for the world's leading life insurance and financial services professionals. MDRT membership is recognized internationally as the standard of excellence in your business and strengthens your credibility and confidence among your clients.
    • Qualifying Member (2013-2014)
  • National Association of Insurance and Financial Advisors Quality Award
    • ​​Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award (2011-2015)
    • Award recognizing persistency and performance

Designations

  • Certified Financial Planner (CFP®): The CFP® mark is one of the top certificates in financial planning available today. CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
  • A Chartered Life Underwriter® (CLU®): The CLU® designation is a financial professional with extensive knowledge of life insurance. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements. This means a CLU® has obtained a level of life insurance expertise that exceeds basic life insurance underwriting requirements.

Reliant Wealth Management

Shane D Liggio, CFP®, CPA, CLU®
Wealth Management Advisor


Reliant Wealth Management

 

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