Shankland Financial Advisors, LLC
Why pick this one
Shankland Financial Advisors provides fee-based investment management and retirement income mapping for clients across the United States.
Best for
- Individuals evaluating whether they can retire comfortably and remain comfortably retired
- Clients seeking fee-based separate account management
- People needing 401k, TSP, or variable annuity account management
- Individuals seeking personalized investment planning
Look elsewhere if
- People seeking services outside investment management or retirement planning
Specialties
- fee-based separate account management
- retirement income mapping
- 401k account management
- TSP account management
- variable annuity account management
Certifications
- Registered Investment Advisory firm
What makes them different
- Independent Registered Investment Advisory firm
- Offers two complimentary fact-finding meetings before determining fit
- Uses income mapping to assess comfortable retirement and continued retirement income
- Principal Daryl Shankland has provided personalized investment planning to individual clients since 1980
- Serves clients across the United States
Distilled from this business's own website.
Contact & Location
- Address
- 212 S Grove St, Hendersonville, NC 28792
- Phone
- 8286964377
- Website
- http://www.shanklandfinancial.com/
Services
- investment management
- individualized investment planning
- retirement planning
- 401k management
- TSP management
- variable annuity management