Shawn Glogowski, CFP®, EA

Shawn Glogowski,
CFP®, EA

Principal & Chief Compliance Officer

Shawn Glogowski, CFP®, EA


Shawn is passionate about a couple of things. The first is his family. He considers his wife Sarah the secret to his success. They have two daughters, Addison and Olivia, who remind him of why he does what he does. His second passion are his clients. He loves sharing his knowledge with anyone who’s ready to achieve their vision in their own life and business. This typically revolves around the wealth planning process. As a Certified Financial Planner®, Shawn helps you create, implement, and monitor a comprehensive financial plan that aligns your personal and business visions. This includes strategies around investments, taxes, retirement, and estate planning.

Along with being a CFP®, Shawn also holds Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Chartered Life Underwriter (CLU) designations with The American College. Shawn is also an Enrolled Agent (EA) with the Internal Revenue Service which allows him to represent taxpayers before the IRS. He is involved in the Financial Planning Association (FPA), Financial Planning Counselors of WNY, Estate Analysts of WNY, National Association of Tax Professionals and National Association of Enrolled Agents (NAEA), is a director of the Buffalo Renaissance Foundation, and is a past President of the Rotary Club of the Tonawandas.

Shawn enjoys golf, running, SCUBA diving, and is also a Buffalo Sabres fan.

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Saving & Sacrifice
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FIRE means “financial independence and retire early.” Sounds nice, doesn’t it? Shawn weighs the pros and cons of saving a lot or a little.
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What’s on Shawn’s Mind:

  • Make Sure You’re Ready

    According to a recent survey, 80% of Americans say that saving for retirement is critically important. However, only 56% are actually putting money away for their golden years. In 2006… Continue Reading Make Sure You’re Ready

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  • Your Finances and the Upcoming Election

    Recently we published a blog about financial uncertainties across our nation as the countdown to the 2020 US election continues. Clearly, some of the most concerning of those are potential… Continue Reading Your Finances and the Upcoming Election

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  • Self-employed and Deferred Payroll Taxes

    If you are self-employed, you shouldn’t count on the payroll tax break the president has issued via executive order — at least not yet.  Payroll taxes are normally shared by employers and… Continue Reading Self-employed and Deferred Payroll Taxes

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  • Has Your Company Suspended 401K Contributions?

    The pandemic has had a major economic impact on employers as well as individuals. According to a national survey by the Plan Sponsor Council of America, as of April more than… Continue Reading Has Your Company Suspended 401K Contributions?

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  • Mid-Year Tax Reviews Can Save You $$$

    Every tax season, U.S. businesses owners and individual taxpayers undergo an amazing ritual. At the beginning of the year, we start collecting forms from various entities: banks, creditors, investment companies,… Continue Reading Mid-Year Tax Reviews Can Save You $$$

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  • Retirement: To Do It or Not? And When?

    Retirement. A time in life to which we all look forward. However, According to the Bureau of Labor Statistics, in 2016, 26.8% of those between the ages of 65-75 continued… Continue Reading Retirement: To Do It or Not? And When?

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