THE PEOPLE BEHIND YOUR PLAN

A shared commitment.
A personal connection.

Your financial future deserves a team that takes time to understand your story.

YOUR TEAM. A NATIONAL NETWORK.

Personal relationships.
Specialized expertise.

Meet Shane Bogardus and the strategic network supporting estate and legacy planning.

Shane Bogardus and the eStatePlan strategic partner network
Shane Bogardus
Shane BogardusOwner
MEET YOUR ADVISOR

Shane Bogardus

Owner

Shane Bogardus brings over 25 years of professional experience helping individuals, families, and business owners plan for financial success. After a long career in broadcast radio and television working with small to midsize businesses, Shane transitioned into the financial services industry in 2015.

Today, as the owner of Watchtower Insurance & Financial, Insurance & Trusts in Austin, Texas, Shane specializes in helping state employees and military veterans nationwide navigate government pensions, retirement assets, estate planning, and tax-efficient strategies. As a certified retirement planner, he is committed to helping families achieve financial clarity, confidence, and long-term security.

OUR MISSION

Education.
Integrity.
Personal attention.

Working alongside our clients and a multidisciplinary team of specialists, we aim to create an elevated experience for families and small businesses seeking support with estate and financial planning.

Continuous training, ethical standards, and integrity guide how we serve.

OUR STRATEGIC NETWORK

Meet Our Strategic Partners.

Explore some of the experienced professionals who contribute specialized knowledge across estate planning, tax strategy, asset protection, trust services, and client support.

Carter Wilcoxson
1

Carter Wilcoxson

Founder and CEO of ePIC Services Company

For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.

His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.

To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning software combined with his unique process, offering a much-needed solution.

Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.

Carter is also the ambassador of Legacy Stories and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Shane Bogardus is one such Financial Professional.

LET’S PLAN WHAT’S NEXT

Your next chapter starts
with a conversation.

Schedule a Consultation