Broker Check

Celebrating Five Years & Counting

LIFESTYLE AND PLANNING<br data-mce-bogus="1">

LIFESTYLE AND PLANNING

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INVESTMENT &#38; RETIREMENT<br data-mce-bogus="1">

INVESTMENT & RETIREMENT

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ESTATE &#38; AGRIBUSINESS<br data-mce-bogus="1">

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. 

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
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