Lunsford Financial Planning

Our Story

At Lunsford Financial Planning, we believe that everyone deserves a clear and simple path to achieving their financial goals. Our founder, Shannon Lunsford, CFP, EA, understands the importance of making informed decisions about your financial future. With years of experience in software engineering and financial planning, Shannon has a unique perspective on how to approach financial planning and wealth management.

Our Philosophy

We believe that financial planning should be guided by data, not opinions. That's why we take a fee-only fiduciary approach to our services, ensuring that our clients receive unbiased and objective guidance. We're compensated solely by our clients, which means we work for you and only you. Our goal is to provide you with a clear understanding of your financial options, so you can make informed decisions that align with your values and goals.

Our Services

Our services are designed to help you achieve financial clarity and confidence. We offer comprehensive financial planning and wealth management services, including retirement planning, investment management, tax planning, and estate planning. Our process is designed to be simple, logical, and easy to understand, so you can focus on what matters most to you. Whether you're preparing for retirement, trying to minimize taxes, or simply looking for a trusted advisor, we're here to help.

Why Our Clients Stay with Us

Our clients stay with us because we're committed to providing exceptional service and personalized attention. We take the time to understand your unique situation and goals, and we develop tailored solutions to help you achieve them. Our clients appreciate our:

• Strategies to reduce taxes and increase their financial flexibility
• Clear and straightforward communication about their financial options
• Ability to schedule calls and meetings at their convenience
• Personalized attention and care for their financial well-being

What Sets Us Apart

We're different from other financial planning firms because we're committed to providing a personalized and pressure-free experience. We don't sell products or receive commissions, which means we're not motivated by sales targets or quotas. Our goal is to provide you with objective guidance and help you achieve your financial goals.