Your financial needs aren’t one-size-fits-all, and neither is our approach. We focus on understanding what matters most to you — your family, your values, your legacy — and building a future that aligns with your vision.
How We Help
Click the video below to discover our approach to retirement planning.
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.
Your Pathway to Retirement™
Income Planning
Can you be sure your income will last for the next 30 years or more? We design strategies to turn your assets into a reliable stream of income for life.
- Income and expense analysis
- Fixed and indexed annuities
- Social Security maximization
- Inflation planning
- Spousal planning
Investment Planning
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.
- Wealth management
- Investments
- IRA/401(k) rollovers
- Risk tolerance assessment
- Volatility control
- Fee transparency
Tax-Efficient Planning
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.
- Required minimum distribution (RMD) planning
- Forward-looking tax decision-making strategies
- Roth conversion analysis
- Asset preservation
Health Care Planning
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.
- Long-term care strategies
- Life insurance
- Medicare Parts A, B and D
Legacy Planning
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.
- IRA legacy planning
- Beneficiary review
We can also introduce you to professionals who provide the following services:
Trusts • Probate • Charitable Giving • Estate Planning • Tax planning
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?
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.
