How does the advisor help clients – Key Takeaways:
SHINNEMAN WEALTH GROUP is committed to helping their clients achieve financial success and security. They do this by providing personalized and comprehensive financial services that are tailored to fit the unique needs and goals of each individual client. With their expert knowledge and experience in the financial industry, the advisors at SHINNEMAN WEALTH GROUP are dedicated to helping their clients make informed and confident decisions about their finances.
Facts and Insights
SHINNEMAN WEALTH GROUP is a leading financial advisor firm that has been in business for over 20 years. They have helped numerous clients achieve their financial goals and are known for their expertise and commitment to their clients’ success. According to their public records, SHINNEMAN WEALTH GROUP manages over $500 million in assets and has a team of experienced advisors who are dedicated to providing personalized and comprehensive financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
SHINNEMAN WEALTH GROUP offers a wide range of financial services to help their clients build wealth, plan for retirement, and protect their assets. Some of their services include investment management, retirement planning, estate planning, tax planning, and insurance services. With their comprehensive approach, SHINNEMAN WEALTH GROUP is able to provide their clients with a holistic plan that addresses all aspects of their financial life.
Client Types
SHINNEMAN WEALTH GROUP works with a diverse range of clients, including individuals, families, and businesses. They are experienced in working with clients at different stages of their financial journey, from young professionals just starting to accumulate wealth, to retirees looking to preserve their assets. SHINNEMAN WEALTH GROUP also caters to the unique needs of business owners, helping them navigate the complexities of managing their personal and business finances.
Fees & Compensation
SHINNEMAN WEALTH GROUP is a fee-only advisor firm, which means they are compensated solely by their clients and do not receive commissions or other forms of compensation from financial product sales. This ensures that their advice is always unbiased and in the best interest of their clients. Their fees are based on a percentage of the assets under management, providing an incentive for SHINNEMAN WEALTH GROUP to grow their clients’ portfolios and achieve their financial goals.
Background
The team at SHINNEMAN WEALTH GROUP is led by John Shinneman, a certified financial planner (CFP) with over 30 years of experience in the financial industry. Along with his team of experienced advisors, John and his colleagues are committed to providing their clients with expert financial advice and exceptional customer service. Together, they strive to help their clients achieve financial success and security.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHINNEMAN WEALTH GROUP is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interest of their clients and to always disclose any potential conflicts. Additionally, the advisors at SHINNEMAN WEALTH GROUP are required to maintain updated records of any disciplinary actions or legal proceedings to ensure transparency and accountability.