Shane Rankin

Background

About Shane Rankin

I believe everyone deserves to retire in a 0% tax bracket — and I show my clients how to make that possible. With almost a decade of experience as a Senior Financial Strategist with The Fitzpatrick Group, I’ve helped individuals, families, and business owners accumulate wealth off the IRS radar for income tax purposes, so when they retire, they keep more of what they’ve earned — and Uncle Sam gets none. My approach is education-first and strategy-driven. I work with clients to- Maximize tax-free retirement income - Design investment-grade life insurance strategies for growth, liquidity, and legacy - Protect families with comprehensive life, disability, and long-term care planning - Build multi-generational wealth through legacy and estate strategies By the numbers- Over $490M in life insurance placed in force for clients nationwide - MDRT Member - Recognized with multiple Lives Leader and national production awards When I’m not working with clients, I’m active in community service and leadership roles with the Houston Livestock Show and Rodeo, Freemasonry, and several charitable causes — including raising over for the Alzheimer’s Association. If you’re looking to reduce your lifetime tax bill, protect your family, and build a retirement you can’t outlive, I’d love to connect. Let’s talk: Message me here or book a time at: https://calendly.com/shanerankin-financialstrategist/30-minute-meeting-zoom?month=2025-08.