Lucille Shaw, MBA
Phone: 877-335-4110 x 100 Lucille Shaw has been helping medical professionals, business owners, and retirees for more than 10 years create strategies designed to build and protect their assets, increase their income while minimizing taxes and help them prepare for catastrophic events. She founded Finances for Life, LLC in 2005 after many years with a major brokerage firm to provide independent non-proprietary investment and insurance vehicles that best suit the client objectives. She started her career more than 20 years ago in the medical field rising through a series of leadership roles at University of Chicago, University of Illinois, biotechnology firms, and a college faculty position at Robert Morris University teaching business management. Longing to impact people’s lives at a more personal level, she changed her focus to personal financial planning. Lucille is a graduate of the University of Illinois with a B.S. in Laboratory Sciences and received her Master’s Degree in Business Administration from Keller Graduate School of Management. She is a member of the Financial Planning Association, a Citadel Certified Estate Planner, and an Investment Advisor Representative of National Planning Corporation. She is an active member of the Toastmasters International. A life-long entrepreneur, Lucille has first-hand knowledge of the challenges business owners face and know what it takes to build a successful business. She takes that same knowledge and dedication in helping her clients plan for their financial future and legacy. Her medical career gives her deeper understanding of what retirees face today. Lucille volunteers her time during tax season with AARP helping low-income elders with their taxes. For relaxation, she enjoys classical music, hiking, running/walking marathons, reading, and travel. 
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2244 Faraday Avenue, Suite 101 Phone: 877-335-4110 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Finances for Life, LLC, are Registered Representatives and Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL and NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Finances for Life, LLC and NPC are separate and unrelated companies.