Broker Check
LIFESTYLE AND PLANNING

LIFESTYLE AND PLANNING

LEARN MORE
INVESTMENT & RETIREMENT

INVESTMENT & RETIREMENT

LEARN MORE
ESTATE & AGRIBUSINESS

ESTATE & AGRIBUSINESS

LEARN MORE
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. 

Schedule a Consultation
<p>Retirement Realities</p>

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Learn More
<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn More
<p>The Cycle of Investing</p>

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More

Have a Question?

Thank you!
Oops!