SERVICES | Fee-Based Asset Management
We are proud to offer LPL Financial’s Strategic Asset Management (SAM) account. Through SAM, we can personalize your portfolio by choosing from among more than 10,000 no-load/load-waived mutual funds and Exchange Traded Funds (ETFs).
 
You will also have access to individual stocks and bonds. SAM provides you with the assurance of knowing your goal and our goal is the same: the long-term growth of your assets. Instead of commissions*, you pay a low
annual fee: a percentage of the market value of your account, and we earn an annual fee based on the market value of the account.
 
As your account grows and you are rewarded by its increased value, so too are we rewarded by earning your business long-term through seeking to provide successful investment advice and value added services. As time passes and your needs or objectives change, SAM is designed to allow your assets to be easily rebalanced and properly reflect your appropriate, individually tailored investment portfolio. SAM also offers an easy way to follow your portfolio’s progress. SAM uses an easy-to-understand, consolidated quarterly statement broken down by asset class. This report offers clearly presented, consolidated information about all of your SAM investments. What’s more, it offers an excellent opportunity for you and us to review your investment mix and determine if it still reflects your long-term objectives. This flexibility, offered by the SAM program, is one of its most important features.
 
   
 
Life Insurance
We have the ability to use a large number of financially strong, very diversified insurance companies to design and provide appropriate life insurance programs. There are many products used by our advisors to meet the broad life insurance needs of our clients. These include; Term life (with guaranteed premiums of up to 30 years), traditional Whole life, Universal life, Variable Universal life, Single Premium life, First to Die life policies, and Second to Die (or Survivorship) life policies. All of these type policies and  […]
 
 
Retirement Planning
Our job in this retirement planning arena is to help you match your needs and goals with the most suitable financial products and investments available. Given today’s dramatically longer life expectancies, combined with declining Social Security payouts and escalating health care costs, your planning is more complex than generations before you. Thus, as a beginning point to retirement planning, we help you make a realistic appraisal of your financial situation and then help  […]
 
 
Risk Management
Strategies
Risk Management is a term that has multiple applications. We consider risk management in a very broad context when dealing with comprehensive financial planning and wealth management. For instance, it deals with understanding the nature of risk, being able to determine the possibilities and probabilities associated with a particular risk, and finally assessing the financial consequences should the risk occur. Furthermore, the management side  […]
 
 
 
 
Tax Deferred Products
The power of tax-deferral is dramatic. All things being equal, it is almost always preferable to defer taxes as long as possible because of the drain taxes create on the total net return on investments. Admittedly, all things aren’t always equal and thus annuities will not be appropriate in every situation. However, they do have some unique characteristics and benefits as a financial planning tool for wealth accumulation and asset protection.
We have access to some  […]
 
Asset Protection
Planning
True asset protection incorporates many aspects of a comprehensive financial plan and many of the products described on this web site. Depending on the size, complexity, and geographic location of your wealth, there are numerous strategies and vehicles available to assist you in protecting your wealth.
A key point to understand about asset protection is that no one instrument will do everything.  […]
 
Estate Planning
Estate Planning, in its simplest form, means planning for the disposition or distribution of your assets upon your death. A good estate plan has three
goals.
1. To make sure your wealth reaches    the individuals or organizations you    select in the manner that you choose.
2. To minimize the effect of federal or    state taxes on your estate.
3. To allow you to select who will handle various functions on  […]
 
 
 
Back to Top
Copyright SHANK WEALTH MANAGEMENT ©2015  All rights reserved.
 
 
 
 
 
 
 
 
 
Facebook
Twitter
You Tube
 
 

Design: Zoe Creative Concept