With a full understanding of your situation, lifestyle, family, priorities, and goals, we then help you use your wealth for the things in life you value most. This is growing and using wealth according to your values.
We are an independent, fee-only registered investment adviser with no ties to any one financial institution—differentiating ourselves from employees of banks, brokerage firms, and insurance companies. We do this to assure an objective position with no incentive to sell anything or invest in a certain fund. We believe that by being truly independent, we can see the best ways to serve you. This reduces conflicts of interest and assists us in getting to know our clients. We are here to do with a client’s wealth what is best for her or him.
Ryan Shannon, CFP®
Although many professionals may call themselves “financial planners,” a CERTIFIED FINANCIAL PLANNER™ professional has completed extensive training and experience requirements and is held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. Being a CFP® professional also means offering a broad array of services by integrating investment management with risk management, legacy planning, and tax planning.
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
Go to www.letsmakeaplan.org to find out more.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.