How We Work
How We Work With You
When you are busy doing other things, we leverage your time. We manage your individual separate accounts on a discretionary basis. After we have consulted with you and are acutely aware of your needs, we do all the buying and selling decision making for you. We can act quickly on your behalf, especially important in volatile times. Our fees are based on a percentage of the assets under oversight and are clear and understandable.
Working with Your Legal and Tax Professionals
We work in concert with your legal and tax professionals to ensure that all pieces of your financial puzzle fit together. With your permission, we talk directly with them, sharing information to expedite your tax filing obligations as well as your legal and estate planning needs. We manage your portfolio with awareness of tax ramifications. When needed, analysis and research outside the scope of normal portfolio oversight can be handled separately under our financial planning services. If you are missing critical cost basis information, we will reconstruct it.
Financial Consulting
We look at how all your assets fit together to provide both growth and diversity of approach. If you are close to retirement or in retirement, we specifically analyze how your assets can effectively be turned into income that can last for your lifetime. Our complimentary “Income Mapping” analysis can show you the recommended distributions from each piece of your retirement puzzle.
Our Experience
We have been advising individual clients regarding their financial needs since 2006. Our organizational process means we leave no stone unturned. If you really want to know how you stand financially, our input is invaluable. We want the time you spend with us to be the most valuable time you have spent with a professional all year.
Schwab, with $8.24 trillion in total client assets, provides comprehensive brokerage custody services to more than 15,000 independent advisor firms.
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A website with compounding and withdrawal calculators as well as other useful tools and features.
DISCLOSURE:
At certain places on this Shankland Financial Advisors, LLC Internet site, live ‘links’ to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Shankland Financial Advisors, LLC. Shankland Financial Advisors, LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Shankland Financial Advisors, LLC.
