Sharon grew up in Longview, TX, and has lived in Austin since graduating from A&M in 1989. She is a Certified Financial Planner® professional and has a BS in Industrial Engineering from A&M, as well as an MBA from t.u. Sharon worked in high tech marketing for 15 years prior to founding Guideway Financial with her husband, Jim.
Sharon and Jim have two children, Benjamin and Jennifer, who both attend Texas A&M. Ben is a senior in Nuclear Engineering, and Jennifer is a freshman studying Chemistry and Spanish.
(In case you’re wondering about Jim, he grew up in Torrance, CA and Clear Lake City, TX before moving to Austin to attend a local university. He holds a BS and an MS in Electrical Engineering from that institution, and he worked in the semiconductor field prior to becoming an advisor.)
Guideway Financial is an independent, fee-only financial planning firm owned by Jim and Sharon Lear that provides comprehensive financial consulting and investment management. We do not sell products, receive commissions or referral fees, or represent any company. Our business operates with fixed fees, so our loyalty is to our clients. We strive to achieve our clients’ goals by utilizing highly optimized portfolio management, low cost investments, and tax planning efficiency. Retirement plans are created with period certain income to help clients not run out of money prematurely. For a 65-year-old retiree, the patented process aims for at least an 85% probability of exceeding the “4% rule” benchmark, after fees.
Jim and Sharon would appreciate a conversation with you about your financial interests, and together, we can explore how this planning process will help you reach your goals.
Sharon and Jim have two children, Benjamin and Jennifer, who both attend Texas A&M. Ben is a senior in Nuclear Engineering, and Jennifer is a freshman studying Chemistry and Spanish.
(In case you’re wondering about Jim, he grew up in Torrance, CA and Clear Lake City, TX before moving to Austin to attend a local university. He holds a BS and an MS in Electrical Engineering from that institution, and he worked in the semiconductor field prior to becoming an advisor.)
Guideway Financial is an independent, fee-only financial planning firm owned by Jim and Sharon Lear that provides comprehensive financial consulting and investment management. We do not sell products, receive commissions or referral fees, or represent any company. Our business operates with fixed fees, so our loyalty is to our clients. We strive to achieve our clients’ goals by utilizing highly optimized portfolio management, low cost investments, and tax planning efficiency. Retirement plans are created with period certain income to help clients not run out of money prematurely. For a 65-year-old retiree, the patented process aims for at least an 85% probability of exceeding the “4% rule” benchmark, after fees.
Jim and Sharon would appreciate a conversation with you about your financial interests, and together, we can explore how this planning process will help you reach your goals.
