PLAN TODAY. PROTECT TOMORROW.

Estate Planning

Guiding individuals and families through life's financial decisions with clarity, strategy, and care

WELCOME TO

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.

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HOW WE CAN HELP

Comprehensive Financial Solutions

Estate Planning

Protect your legacy and provide for future generations.

Income Planning

Create predictable income streams for confidence and stability.

Asset Preservation

Safeguard what you've built with strategies designed to reduce risk.

Tax Mitigation

Minimizes taxes and keeps more of your hard-earned wealth.

Risk Mitigation

Prepare for life's unknown with proactive risk management.

More Services

Business Planning, CRT, Wealth Management, and more.

Video Library

NOT Just For Millionaires And Billionaires

21st Century Trust Funding Method

NeverStop

Beneficiary Liquidity Plan​

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

  • 512 609 8900

  • 14425 Falcon Head Blvd BUILDING E, Suite 100, Austin, TX 78738, USA

14425 Falcon Head Blvd building e suite 100, VLG O THE HLS, TX 78738, USA

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