Shankland Financial Advisors

Services

Our mission is to provide you guidance and to watch over every aspect of your financial life. We can help you if you are just starting to invest or if you are already retired. When we sit down together, we'll be able to determine where your assets are and what they are doing for you. Some will need to stay where they are, and some will need to be repositioned. Together, we can create a portfolio that matches your goals and monitor it on an ongoing basis.

We can help you watch over assets such as:

Individual, Joint, and Trust Accounts
IRA Rollovers
Traditional and Roth IRA's
Annuity Contracts and Life Insurance
Company 401K Plans
College Savings and UGMA accounts for children
Stock and bond positions
Certificates of Deposit
Savings
Mutual Funds, Index Funds, and Exchange Traded Funds

If it has to do with money, we probably have experience with it. If you are not saving enough for a comfortable retirement we can set up ways to get it done. We can help you determine if you are on track or not. If you have too much debt or a credit card problem we will discuss that, too, because it will affect your ability to progress toward your goals. Please bring copies of your account statements and your last tax return for our first meeting. We use lower cost custodians such as Charles Schwab*, TD Ameritrade**, Rydex, Profunds and no load annuities such as Ameritas.

* Charles Schwab and Co, Inc.

** TD Ameritrade Investor Services, Inc. - Member NYSE/SIPC