Shankland Financial Advisors, LLC

Company:	Shankland Financial Advisors, LLC
Contact:	Alden Burnett
Address:	14031 Charleston Dr
City:	Orland Park
State:	IL
Zip:	60462
Phone:	708-692-2623
Fax:	708-226-0118
Email:	amburnettiii@gmail.com
Website:	www.shanklandfinancial.com

Federal Retirement Workshops

For federal retirement workshop locations & dates, visit: www.FedImpact.com/SFA

About My Practice

We help ensure that federal employees and their spouses understand their active and retired federal benefits and retirement options. In addition, we educate and help coordinate Social Security benefits. Both Social Security and federal benefits recipients can receive complimentary reports outlining their benefits and options to maximize their benefits.

We are one of the few companies that will provide free consultations and workshops on the following:

• Federal Employee's Retirement Annuity
• Understanding your Thrift Savings Plan
• TSP In-Service Withdrawals
• Civil Service Retirement System
• FEGLI: Options, Cost & Supplements
• Retirement Options and how to maximize your benefit
• Survivors Benefit Annuity
• Tax Free Investments
• Calculating Monthly Retirement Income
• Personal Federal Employee Benefits Evaluations
• How to Create Safe Money and income for life
• Social Security Maximization

Shankland Financial Advisors, LLC has been advising clients regarding their retirement since 1980. It is our goal to ensure that federal employees and their spouses are educated and informed about their active and retired federal benefits and retirement options. We offer a complimentary benefits and retirement analysis to all federal employees and their spouses.

We are a Registered Investment Advisory firm with a low-cost, transparent asset management platform. We offer individualized fee-based separate account management.

Our process is easy:
- We educate you
- We meet with you to gather information
- We analyze that information and provide reports for your specific situation
- We get busy working on your behalf

Please visit our website for a message about how our relationships matter.

Offering Advice Since

2004

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:   Life, Health, Long Term Care
Security Licenses:   Series 6, 63, 65, 7
Other Licenses, Certifications, Designations:    Investment Advisor Representative
Education:   Communications and Finance

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Account fees (such as those for IRA accounts)

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

TD Ameritrade

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