Shankland Financial Advisors, LLC
Why pick this one
Shankland Financial Advisors offers fee-based investment management, retirement income mapping, and two complimentary fact-finding meetings.
Best for
- People transitioning into retirement
- Clients seeking retirement income mapping
- Individuals needing 401k, TSP, or variable annuity account management
- Clients seeking individualized fee-based separate account management
Look elsewhere if
- People seeking banking services rather than investment advisory services
- People seeking a service with publicly stated pricing
Specialties
- Individualized 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
- Principal Daryl Shankland has provided personalized investment planning for individual clients since 1980
- Offers two complimentary fact-finding meetings before determining fit
- Uses income mapping to address retirement income sustainability
- Provides individualized fee-based separate account management
- Manages 401k, TSP, and variable annuity accounts
- Serves
- Hendersonville
Distilled from this business's own website.
Contact & Location
- Address
- 318 N Main St Ste 12, Hendersonville, NC 28792
- Phone
- 8286720003
- Website
- http://www.shanklandfinancial.com/
Services
- Investment management
- Personalized investment planning
- Retirement planning