Retaining an independent financial professional is as important for planning as it is for asset management. Mader Shannon has no commitment to any product or service that will in any way conflict with the best interests of our clients.
Our services are designed to offer objective advice and set reasonable expectations. We take the time to educate clients on suitable financial solutions, carefully exploring risk and performance expectations.
We provide the following services to help clients achieve their financial goals:
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Comprehensive Financial Planning
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Asset Management
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Complete Portfolio Analysis/Review
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Retirement Cash Flow Planning and Projections
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Budgeting
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Insurance
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Estate Planning
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Pension Plans
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Company 401k Plans
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529 and Education IRAs
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Qualified Plan Rollovers
