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(925) 553-7446

"Our mission is to provide you with the consulting expertise, tools and resources necessary to make a well-informed decision relating to your healthcare coverage and that of your employees and /or family.”

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Shane & Associates is an independent consulting firm charged with serving the needs of businesses and individuals in the quest to implement stellar healthcare plans and facilitate the thoughtful prudent design and implementation of effective and tangible goal-oriented retirement planning.   With a combined practice history exceeding seventy-five years, the principals and consultants at Shane & Associates take a team approach to addressing the particular challenges and goals of its’ business and individual client partners.

In one form or another, the dizzying world of healthcare reform is with us all to stay.  One of our strategic responsibilities is to take the mystique and complexity out of the discipline and create a deliverable that is understandable and affordable for the business principals, and their employees as well as the individuals with whom we consult.

We are, perhaps, a little old-fashioned.  We still believe that what matters most is client satisfaction.  We know that starts with a commitment to communication and, above all else, you will be heard and your reasonable expectations fulfilled.


Contact us for a different experience in addressing your healthcare and retirement plan implementation.


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We make finding affordable insurance easy. We shop the market for the a provider who will both fit your needs and meet government requirements.

Do you know if your healthcare coverage meets all of your unique needs? We can review it for you to find out. Contact us and we will do our best to find you the most suitable provider today.

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Contact Shane & Associates Financial
& Insurance Services
111 Deerwood Road, Suite 200
San Ramon, CA 94583
Phone: (925) 553-7446
Fax: (925)215-2265
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Disclaimer Please note that we cannot bind insurance via email, fax, or phone. Any quotes given are subject to underwriting guidelines by the respective insurance carriers. Any reference of coverage used are not intended to express legal opinion as to the nature of coverage, but rather just a brief generalization of coverages. Please read your policy for specific details of coverages.
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