Shannon Sottile

At our office, we believe in the power of personalized and comprehensive financial planning. We understand that every individual has unique talents, goals, and dreams, and we are dedicated to helping you achieve your version of success.

Our approach to financial planning is centered around you, our client. We believe in building strong relationships and taking the time to understand your financial needs and aspirations. We are not just financial advisors; we are your partners in achieving your financial goals. Our commitment to you is reflected in our fee-based services, ensuring that our focus is always on your financial well-being rather than on making a sale.

Our Team

Our team of dedicated professionals is passionate about providing exceptional service and personalized guidance to each client. With years of experience in the financial industry, we have the knowledge and expertise to help you navigate the complexities of investments, retirement planning, estate management, and more. We believe in continuous learning and staying up-to-date with the latest trends and regulations in the financial world, ensuring that our clients receive the best possible advice and service.

Our Services

At our firm, we offer a wide range of services designed to help you achieve your financial goals. Whether you're looking to plan for retirement, invest in your future, manage your estate, or simply understand your tax obligations, we have the expertise and resources to guide you every step of the way. Our services include:

• Retirement Planning: We help you create a comprehensive retirement plan that addresses your financial needs and goals, ensuring that you can enjoy the retirement you deserve.
• Investment Management: Our team of experienced investment professionals will work with you to create a customized investment strategy that aligns with your risk tolerance, investment goals, and time horizon.
• Estate Management: We assist you in managing your estate, including planning for the distribution of your assets, minimizing taxes, and ensuring that your wishes are carried out.
• Tax Planning: Our tax planning services are designed to help you understand and manage your tax obligations, ensuring that you are taking advantage of all available deductions and credits.

What Makes Us Different

At our firm, we believe in putting our clients first. We understand that your financial situation is unique and that you deserve personalized attention and guidance. We are committed to building long-term relationships with our clients and to providing exceptional service and advice. Our fee-based services ensure that our focus is always on your financial well-being, rather than on making a sale. We believe in educating our clients and empowering them to make informed decisions about their financial future.

Resource Center

Our resource center is designed to provide you with valuable information and tools to help you make informed decisions about your financial future. Here, you'll find articles, videos, and calculators on a wide range of financial topics, from retirement planning and investment strategies to tax planning and estate management. We are committed to helping you stay informed and up-to-date on the latest trends and regulations in the financial world.

Lifestyle and Planning

At our firm, we believe that financial planning should be centered around your lifestyle and goals. We understand that your financial situation is unique and that you deserve personalized attention and guidance. Our team of experienced professionals will work with you to create a comprehensive financial plan that addresses your financial needs and goals, ensuring that you can achieve the future you envision.

Investment and Retirement

Our investment and retirement services are designed to help you create a secure financial future. Our team of experienced investment professionals will work with you to create a customized investment strategy that aligns with your risk tolerance, investment goals, and time horizon. We also assist you in planning for retirement, ensuring that you have the resources you need to enjoy the retirement you deserve.

Estate and Agribusiness

At our firm, we understand the unique challenges and opportunities associated with estate and agribusiness planning. Our team of experienced professionals will work with you to create a comprehensive estate plan that addresses your financial needs and goals, ensuring that your wishes are carried out and that your assets are protected. We also provide specialized services for agribusiness owners, including succession planning, tax strategies, and risk management.

Contact Us

If you have any questions or would like to schedule a consultation, please don't hesitate to contact us. We look forward to helping you achieve your financial goals and creating a secure financial future.