How We Work
As an independent Registered Investment Advisory firm, Shankland Financial Advisors, LLC offers:
- Individualized fee-based separate account management
- Timely decision-making made with discretion in a volatile world
- Discerning analysis, research and organization
- Principal Daryl Shankland’s experience of personalized investment planning for individual clients since 1980
- Management of 401k and variable annuity accounts
- We meet with you for two complimentary fact-finding meetings.
- We see if we are a good fit.
- Our income mapping helps answer the question, “Can I retire comfortably and stay comfortably retired?”
Your Retirement Made Simple: Valuable Insights from Real Retirement Experts
We have exciting news! Buddy Nidey and I have written a book…and is it on Amazon Kindle. It’s called “Your Retirement Made Simple.” We share ideas and stories about the inside of our process of working with people to secure their retirement. If you have time, we’d love for you to get a copy. Here is the link to the Amazon site:
DISCOVER SECRETS TO KEEP FROM RUNNING OUT OF MONEY IN RETIREMENT
“Everything should be made as ‘simple’ as possible, but not simpler.”
– Albert Einstein