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LIFESTYLE AND PLANNING

LIFESTYLE AND PLANNING

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INVESTMENT & RETIREMENT

INVESTMENT & RETIREMENT

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ESTATE & AGRIBUSINESS

ESTATE & AGRIBUSINESS

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Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

At our office, we follow fee-based services rather than transactional. Fee-based financial planning is  a client-centered process of having a personalized and comprehensive financial plan put together for you at one pre-determined fee. Conversely, transactional is less about the client and planning and more about the sale. This process can lead to the advisor “overlooking” aspects of a client’s financial well-being that aren’t necessarily conducive to being profitable for the advisor.  There is often a lack of understanding of the client’s whole financial situation because the right questions weren’t asked, or the time wasn’t taken to dig a little deeper. With Shannon Sottile, this won't be a concern for you.

Are We the Right Fit?

Are We the Right Fit?

There are three key things we want you to know about how we function as a business: 


  • Here at our firm, we actually take the time to get to know our clients. We treat you like family, which means our approach is loving yet straightforward. 
  • Because not everyone's financial needs are the same, we work with you to create customized strategies that address what will work for you. 
  • We provide comprehensive wealth management and retirement planning strategies that grow with you during every life milestone.


Are we the right fit? Schedule a free consultation and find out today. 

What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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