Welcome to SFG

Shawn Stavinoha is the founder and CEO of Stavinoha Financial Group, LLC, located in Katy, Texas.

Shawn began her career as a Retirement Plans Account Executive with AIM Management in 1991.

Shawn's firm specializes in estate planning for all sizes of estates, large, and small. She helps clients with an array of charitable strategies. She also helps clients avoid paying unnecessary taxes- such as income, social security and estate taxes. A critical and crucial aspect of her practice is using her expertise to assist clients to avoid probate, increase spendable income, and most importantly, avoid Medicaid spend-down of their assets when nursing home care is needed. Making a difference in other peoples lives is the foundation of her practice.

Shawn is currently qualifying for The Ed Slott Elite Advisor Program. She holds a series 6, & 63 and life and health license and is currently working on her C.F.P designation. Shawn specializes in investment related products such as mutual funds,investment accounts, and annuities. Shawn has a Bachelor's Degree in Marketing and Finance from Sam Houston State University.