We do the work that takes away the worry...

Investing Basics: Planning for Retirement

Shankland Financial tree icon

Complimentary Income Mapping and Social Security Maximization Strategies.
Call for an appointment at 828-351-9368

Investing Basics: Planning for Retirement

Retirement may be the largest financial goal you’ll ever have, and you need a plan to get there. In this video you’ll learn the basics of retirement planning, like how to set a retirement goal, choosing between a Roth or Traditional IRA, and deciding how to manage your investments.

Setting Financial Goals

Goal Planning Every goal starts with a plan We want to help you stay on course as you pursue your financial goals. A complimentary goal

Read More »