We Serve Affluent Families, Individuals and Business Owners
Wealth isn’t a status symbol but the result of a lifetime of discipline. We partner with a group of clients who are driven, family-oriented, and share values rooted in hard work and integrity.
Hard-Earned Wealth Deserves a
Hard-Working Strategy
You’ve been the diligent saver, the responsible planner and the family provider. Now, it’s time to turn the foundation you’ve built into the future you deserve.
Does This Sound Like You?
Follow Your Pathway to Retirement™
Are you on track to enjoy the kind of retirement you’ve always envisioned? Our Pathway for Retirement™ process covers the five most essential aspects of financial planning so you can blaze new trails tomorrow.
Can you be sure your income will last for the next 30 years or more? We help design strategies to turn your assets into a reliable stream of income for life.
Is your portfolio built to weather market storms while still providing growth? We align your investments with your goals for a more balanced, customized approach.
Wondering whether you’re sending more than your fair share to Uncle Sam? We implement proactive strategies to help minimize your tax burden throughout retirement.
Could a long-term care event derail your entire retirement? We explore options to help protect your nest egg from the rising costs of health care.
Will your legacy be a blessing or a burden to your heirs? We help you create a seamless plan to provide for your loved ones, just as you’ve always intended.
What’s Your Risk Score?
Take our interactive Riskalyze quiz to discover your true risk tolerance level — and take the first step toward aligning your investments with your financial goals.
Meet the People Who Make It Personal
Great financial planning starts with understanding the person behind the numbers. That’s why our team is dedicated to building relationships, not just portfolios. We’re here to help you protect what you’ve built, enjoy what you’ve earned and plan for what’s next.
The Heart of Our Vision
Brett Shunkwiler’s commitment to helping others is the foundation of Shunkwiler Financial. With over two decades of experience, he’s built a team dedicated to honoring the hard work and values of our clients.
A Team That Feels Like Family
Financial planning is a group effort, and at Shunkwiler Financial, you’re part of ours. From the first meeting to the final handshake, our team works with you to deliver an experience that’s as personal as it is professional.
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‘Beyond Service:
The Ultimate Guide to Federal Employee Retirement Planning’
As a federal employee, you have a unique set of financial benefits and challenges — and your retirement is no different. Our latest book can serve as a clear guide to help you make the most of your hard-earned retirement.
Uncover strategies to optimize your FERS, TSP and other federal benefits.
Learn ways to help create a tax-efficient income stream for life.
Gain the clarity needed to transition from public service to a more secure retirement.
A Podcast About
Love and Money
What happens when a financial advisor and his wife get real about money, marriage and family? Join Brett and Lindsey Shunkwiler for honest (and often amusing) conversations about navigating life’s biggest decisions together.
Frequently Asked Questions
We’ve compiled these straightforward answers to help you understand the value of professional financial guidance.
A financial advisor helps you create a strategy for your financial goals, such as retirement, investments and insurance planning. At Shunkwiler Financial, we specialize in developing comprehensive retirement plans to help individuals and families work toward their ideal future.
You might benefit from an advisor if you’re navigating a major life event, planning for retirement or simply want a professional opinion on your financial strategy. We help clients gain clarity and confidence in their financial decisions, no matter their starting point.
Look for a firm with qualified professionals who understand your specific needs and communicate clearly. Our team consists of experienced advisors specializing in different aspects of retirement planning, passionate about providing the personalization and attention you deserve.
Fee structures vary, but it’s important to understand how an advisor is compensated, whether through fees, commissions or a combination. We believe in transparency and will discuss all costs with you upfront so you can make an informed decision.
Our first step is an initial consultation to discuss your current financial situation and goals. You can schedule a complimentary 15-minute call with our team to see whether Shunkwiler Financial can help you get started.
Still Got a Question?
We’re happy to hear you out! Contact Shunkwiler Financial, and we’ll respond to whatever is on your mind.
