Watchtower Financial, Insurance & Trusts
Watchtower Financial, Insurance & Trusts

For more than 25 years, Shane Bogardus built a successful career in the broadcast radio and television industry, working closely with small to midsize business owners to help them grow, protect, and achieve their financial goals. Through this work, he developed a deep appreciation for the challenges entrepreneurs and families face when balancing personal finances with long-term success, as well as the importance of thoughtful planning and clear communication.

 

In 2015, Shane transitioned into the financial services industry, bringing with him decades of experience, a client-first mindset, and a strong commitment to service. Today, he specializes in assisting state employees and military veterans nationwide with navigating government pensions, retirement assets, and income planning strategies. As the owner of Watchtower Insurance & Financial in Austin, Texas, his work spans estate planning, tax-efficient strategies, retirement income planning, and wealth preservation—helping clients gain confidence and clarity about their financial futures.

 

Shane lives in Austin, Texas, with his wife, Irene, and their two sons—one attending college and the other enrolled at the United States Military Academy at West Point. Family, service, and integrity remain at the core of both his personal life and professional philosophy. 

Welcome to WATCHTOWER Financial, Insurance & Trusts

   Business Planning

   CRT

   Wealth Management

   Estate Planning

    Income Planning 

   Asset Preservation

   Tax Mitigation

   Risk Mitigation

Video Library​

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Beneficiary Liquidity Plan​

21st Century Trust Funding Method​

NOT just for Millionaires and Billionaires​



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