About My Practice
Our complimentary strategy sessions help Federal employees make the most of their complex benefits programs as we help them understand the choices available to them. We will help you walk from working into retirement with the knowledge of how all your financial parts can work together. Our process includes an "Income Map" that illustrates how all your money will flow to you during retirement from all sources. We serve North Carolina, Illinois, and many other states and are available for an initial consultation by phone. We sponsor frequent seminars on Federal Retirement Planning and invite you to check with us about upcoming availability.
We serve North Carolina, South Carolina, Illinois, Indiana, Missouri, Virginia , Washington, DC and many other states. We are available for an initial consultation by phone.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life, Accident and Health
Security Licenses: Series 65
Other Licenses, Certifications, Designations: Principal, Shankland Financial Advisors, LLC
Education: BS Communications, Univ. of Illinois
Associations & Affiliations: Society of Financial Awareness
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Initial planning fees are waived
My Association with the Office or Firm
My Broker / Dealer Affiliation
T D Ameritrade
Shankland Financial Advisors, LLC is a registered investment advisor with offices located in North Carolina and Illinois. SFA and its representatives are in compliance with the current registration requirements imposed upon investment advisers by those states in which SFA maintains clients. SFA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.