Where experience meets

empathy

Experience financial planning tailored to your passions.

 

The Shunkwiler Financial Process

circle-1

1. Income Planning

2. Investment Planning

circle-2
circle-3

3. Tax Planning

4. Healthcare Planning

circle-4
circle-5

5. Legacy Planning

sF-seperator

Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...

No events scheduled; check back soon!

Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

founder-circle

Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

consultation-circle

Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 402.466.3919