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My Approach
Shakespeare Wealth Management offers customized, comprehensive financial planning services for clients with $1 million or more in investable assets. By building a long-term relationship and working as a fee-only, fiduciary firm, we provide financial security and peace of mind. We’ve found that investment management and financial planning are most effective when implemented together. Because of this, we do not offer singular services or one-time financial plans.
The Clients I Serve
Business Owners, Pre-Retiree, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Your initial 15 minute phone call with an advisor will determine if Shakespeare’s minimums and services will be a good fit for you. If so, we will schedule an in-person or virtual meeting. We will ask questions to get to know you before asking about your financial goals. Building a relationship with each family allows us to gain insight that will guide us in your financial planning strategy. Our office works as a collaborative team. Our advisors share expertise to best serve our high-net-worth clients with complex financial planning issues. All advisors are CERTIFIED FINANCIAL PLANNERS™ (CFP®) and many have additional certifications in tax planning, investment management and insurance.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.