About Shetland financial
Shetland Financial: Your Trusted Partner in Financial Planning
Shetland Financial is an independent Chicago-based financial planning firm that provides comprehensive and personalized financial advice to individuals, families, and businesses. With over 20 years of experience in the industry, Shetland Financial has established itself as a trusted partner for clients seeking expert guidance on their finances.
As a fee-only financial planner, Shetland Financial operates on a fiduciary standard that puts clients' interests first. This means that the firm does not receive commissions or compensation from third-party providers for recommending specific products or services. Instead, Shetland Financial charges a transparent fee based on the complexity of each client's situation.
At Shetland Financial, clients can expect to receive customized solutions tailored to their unique needs and goals. The firm's team of Certified Financial Planners (CFPs) works closely with clients to understand their current financial situation and develop strategies that align with their long-term objectives.
Shetland Financial offers a wide range of services designed to help clients achieve financial security and peace of mind. These include retirement planning, investment management, tax planning, estate planning, risk management, education funding strategies, and more.
Retirement Planning: Whether you're just starting your career or nearing retirement age, Shetland Financial can help you plan for your golden years. The firm's retirement planning services include analyzing your current savings rate and projected income streams to determine how much you need to save for retirement. They also provide guidance on investment strategies that can help maximize returns while minimizing risk.
Investment Management: Investing can be complex and overwhelming without proper guidance. At Shetland Financials', they offer investment management services designed to help clients build diversified portfolios tailored to their risk tolerance levels and long-term goals.
Tax Planning: Taxes are an inevitable part of life but paying more than necessary is avoidable with proper tax planning strategies in place. At Shetlands Financial, they help clients minimize their tax liabilities by identifying deductions and credits that can reduce their taxable income.
Estate Planning: Estate planning is essential to ensure that your assets are distributed according to your wishes after you pass away. Shetland Financial offers estate planning services that include creating wills, trusts, and other legal documents necessary for a smooth transfer of assets.
Risk Management: Life is unpredictable, and unexpected events can have a significant impact on your finances. Shetland Financial helps clients manage risk by analyzing potential threats such as disability or death and developing strategies to mitigate them.
Education Funding Strategies: Education costs continue to rise every year, making it challenging for families to save enough money for their children's education. At Shetland Financials', they offer education funding strategies designed to help parents save for college while minimizing taxes.
In conclusion, Shetland Financial is an independent financial planning firm committed to providing personalized advice tailored to each client's unique needs. With a team of experienced CFPs operating on a fiduciary standard, clients can trust that their interests come first. Whether you're looking for retirement planning guidance or need help managing your investments or taxes, Shetland Financial has the expertise and resources necessary to help you achieve financial security and peace of mind.