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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.

ABOUT US
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. 

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<p>Is a Variable Annuity Right for Me?</p>

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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