Broker Check

Celebrating Five Years & Counting

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

LIFESTYLE AND PLANNING

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

INVESTMENT & RETIREMENT

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

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.

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. 

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn More

Have a Question?

Thank you!
Oops!