SHANKLAND FINANCIAL ADVISORS, LLC – Your Trusted Financial Expert
For over 15 years, Shankland Financial Advisors, LLC has been helping clients achieve financial success. As a leading financial advisor, they specialize in providing personalized and comprehensive financial planning services for individuals, families, and businesses. With their expert knowledge and experience, Shankland Financial Advisors, LLC is dedicated to helping their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Shankland Financial Advisors, LLC understands that every client’s financial situation is unique. With this in mind, they offer personalized financial planning services to help clients achieve their financial goals. Some key takeaways of how they help clients are:
- Creating personalized financial plans based on clients’ specific goals and risk tolerance.
- Providing ongoing support and assistance to help clients stay on track with their financial plan.
- Offering a wide range of financial services to meet the diverse needs of their clients.
- Regularly reviewing and adjusting clients’ financial plans to ensure they remain aligned with their changing goals and needs.
Facts and Insights
With over 15 years of experience, Shankland Financial Advisors, LLC has a wealth of knowledge and insights to offer their clients. Their team of expert financial advisors stays up to date with the latest market trends and changes, ensuring that their advice is always relevant and valuable.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Shankland Financial Advisors, LLC | $500 million | 8 | 15 years |
Financial Services Offered
Shankland Financial Advisors, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services they provide are:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
Shankland Financial Advisors, LLC serves a variety of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High net worth individuals
- Professionals and executives
- Non-profit organizations
Fees & Compensation
The fees and compensation structure at Shankland Financial Advisors, LLC is transparent and based on the services provided. They do not earn commissions from selling financial products, ensuring that their advice is always unbiased and in the best interest of their clients.
Their fees may include:
- An hourly rate for financial planning services
- A percentage of assets under management for investment management services
- A fixed fee for specific financial services
Background
Shankland Financial Advisors, LLC was founded in 2005 by John Shankland, a highly experienced and respected financial advisor. With a team of expert advisors, they have grown to become a trusted and reputable financial planning firm in the industry.
Financial Advisor Disclosures to Know
As a fiduciary, Shankland Financial Advisors, LLC is committed to acting in the best interests of their clients. As such, they have a disclosure document that outlines their services, fees, and potential conflicts of interest. This document is provided to clients before any engagement to ensure transparency and trust.
Overall, Shankland Financial Advisors, LLC acts as a trusted financial expert for their clients, providing personalized and comprehensive financial planning services. With their expertise and dedication, they have helped countless clients achieve financial success and security.