Shane Rankin
Senior Financial Strategist | Helping Professionals Retire in a 0% Tax Bracket | Tax-Free Wealth, Retirement, & Legacy Planning
- Role
- Senior Financial Strategist at The Fitzpatrick Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Shane Rankin
I believe everyone deserves to retire in a 0% tax bracket — and I show my clients how to…
Experience
Senior Financial Strategist
Aug 2016 — Present
I specialize in helping clients design and implement tax-efficient wealth accumulation and protection strategies that align with their goals for retirement, family security, and legacy. My work includes:Financial Planning: Personalized, education-based strategies to protect and grow wealth.Tax-Free Retirement Design: Utilizing investment-grade life insurance and other tools to reduce taxes now and in the future.Risk Management: Life, disability, and long-term care solutions that safeguard families and businesses.Highlights- Generated $7M+ in revenue and placed over $490M in life insurance in force- Served as mentor and trainer for 5–10 financial professionals- Achieved MDRT qualification (2018–2024) and received multiple national production awards.
Education
Sam Houston State University
B.A. Criminal Justice minor in General Business Administration
2008 — 2013
Clear Creek High School
General Studies
2004 — 2008
Skills
- Whole Life Insurance
- Customer Service
- Training
- Logistics
- Social Media Marketing
- Marketing
- Outside Sales
- Powerpoint
- Student Government
- Human Resources
- Investment Brokerage
- Ltl
- Real Estate
- Operations Management
- International & Domestic Shipping
- Public Relations
- Retirement Planning
- Organizational Leadership
- Retirement Plan Consulting
- Alumni Relations
- Management
- Teamwork
- Firearms
- Leadership
- Project Management
- Event Planning
- Social Media
- Closing Business
- Public Speaking
- Procurement
- University Relations
- Investment Advisory
- Account Management
- Greek Life
- Leadership Development
- Microsoft Office
- Sales
- Contract Negotiation
- Irrevocable Life Insurance Trusts
- Inside Sales
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