About Shankland Financial Advisors
Shankland Financial Advisors believes in putting you first. We are motivated by the impact we have on the quality of your financial life, and our ability to connect with you both personally and professionally. We take the time to fully understand your overall financial position, your budgetary concerns, your retirement timeline, and your post-retirement requirements.
Daryl Shankland, founder of Shankland Financial Advisors, LLC, understands the issues retirees and soon-to-be retirees face. With more than 40 years in the investing and advisory industry, she tailors investment management strategies to your needs. Whether you are still working and in the accumulation phase, or are beyond that in the distribution phase and are already accessing and using your funds, you can expect Daryl and the advisory team at Shankland to provide guidance in line with your unique goals and risk tolerance.
Experience:
The Shankland team brings diverse and proven expertise to bear on not only meeting but exceeding your expectations. Our professional experience includes investing, retirement planning, tax planning, estate planning, finance, management, insurance solutions and customer service. Staying current with licensing, continuing education, and changes and developments in the financial planning field are required of all advisory team members.
Independence:
Shankland Financial provides independent financial advice to cover all your financial needs. We do not enter into obligatory partnerships with vendors, then try to pass those products on to you. We are not salespeople; we are advisors and will not recommend anything you do not need. There is no incentive to push any products so we always put you first, continually working together with you to plan for the life you want for yourself and your family.
Trust:
At Shankland Financial, we have a fiduciary duty to you and act as a fiduciary at all times when providing financial advice. We are overseen by and are compliant with the rules and regulations of the North Carolina Securities Division (NCSD). Safeguarding your data, protecting your investments and operating with transparency are hallmarks of Shankland. Our record is one of which we are proud. We proactively provide a complete set of disclosures to each and every client we serve, and provide additional access to those documents on our website.
