Shane Dez & Associates is a network of Benefits & Financial Planning serving business owners and Human Resource managers since 1983 in Orange County, California.

We provide employees benefits for small businesses and bring different financial products and services on the table for business owners, such as Leveraged Planning.
Leveraged Planning is a powerful yet conservative method for transforming business leverage into business owner benefit for pennies on the dollar, safely, selectively and
with tax efficient consequences.
Fundamentally, Leveraged Planning is a stable retirement strategy for business owners.
Also, view our other website at www.shanedez,EGCprograms.com

Company		Shane Dez & Associates 2082 Michelson Dr, Ste. 100 Irvine, CA 92612 (949) 250-8999 (949) 250-9885 FAX (877) 666-6573 shanedez@shanedez.com www.shanedez.com www.shanedez.EGCprograms.com
Date of Establishment		September 1983
Credentials		Shane Dez/ President & CEO MBA in Business & Economics, Chapman University Orange, CA. LUTC (Member of Life Underwriting Training Counsel) CEA (Certified Estate Advisor)
Achievements		Topper Club, 1988, 1989 & 1990 Honored Who’s Who member 1995-1996 Life Masters Club 1988 & 1989 Double All American Award Winner 1988