About Us
Our Commitment
United Capital of Tampa Bay, previously Shane & Associates, consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually reminding you of the importance of maintaining a disciplined approach to realizing your dreams.
United Capital of Tampa Bay was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence.
You Are Unique
Your goals and aspirations, the way you live your life and the manner in which you hope it unfolds will evolve with time. Over the course of your life, change is the only constant. Sometimes we choose to retire sooner or give major gifts to people we care about. Other times, whether it's higher inflation or a change in the tax code, we don't have a choice. Whatever the cause, understanding how we should adapt to these changes while staying on course is the greatest challenge for every one of us in our financial lives.
Our firm was established with one goal in mind: to empower our clients with complete control over their financial lives. Our experienced and highly credentialed specialists work with your private wealth counseling team to create a completely customized financial solution for you and your family.
Resource and Educational Links:
Education
- Financial Aid
Strategies for Acquiring College Funding - IRC 529 Plans
College Savings Plan - Federal Financial Aid
Financial Planning
Government Agencies
Market News
- Bloomberg Online
Market Data & Quotes - Quicken
Market Data & Quotes - CNBC
Professional Associations
Retirement
- AARP
American Assoc for Retired Persons - The National Assoc of Retired Federal Employees
Medicare and Federal Health Benefits - Federal Administration on Aging
- Yahoo Seniors Guide
Chat Rooms on Retirement
Tax Information
- The Economic Growth and Tax Relief Reconciliation Act of 2001
FPA Personal Tax Planning



