What Can Overland & Shanahan Do For You?

Offer prudent and timely advice

Determining your correct asset allocation, identifying the appropriate investments, tracking their performance and keeping up-to-date on investment related news and developments are difficult and time-consuming tasks. Our firm can help build long-term strategies that balance your financial objectives and constraints, your time horizon and your tolerance for risk, then measure them against your short and long-term goals.

Simplify decisions

Our job is to pare down the choices – more than 10,000 mutual funds, plus thousands of annuities, insurance options and individual securities – to those that fit your objectives and asset allocation strategy. By identifying appropriate options-including ones that are difficult to discover on your own – and focusing on your objectives, we can save you considerable time and effort.

Provide ongoing review

Once a financial plan and investment strategy is implemented, we will conduct comprehensive, periodic reviews of your objectives, your portfolio’s performance and your overall progress toward meeting your financial goals. This will ensure that you never deviate too far away from the intended path and increase your odds of reaching your ultimate goals. Consistent reviews will also allow for us to react quickly to any changes life may bring; a new job, a marriage, birth of a child, etc. These life changes bring new financial opportunities, and responsibilities, that are important to address and incorporate into an existing financial plan.

INVESTMENTS

  • Stocks
  • Bonds
  • ETFs
  • Mutual Funds
  • College 529 Plans
  • Separately Managed Accounts
  • Hedge Funds
  • Alternative Investments

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INSURANCE PRODUCTS

  • Term Life Insurance
  • Whole Life Insurance
  • Long Term Disability Insurance
  • Long Term Care Insurance
  • Variable/Universal Life Insurance
  • Fixed Annuities
  • Variable Annuities
  • Immediate Annuities

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BUSINESS OWNER SERVICES

  • Company Benefits Review & Installation
  • Qualified Retirement Plans (401k, Defined Benefit Plan, SEP IRA, etc.)
  • Nonqualified Deferred Compensation Plans
  • Executive Benefit Planning
  • Buy-Sell Agreement and Key Person Insurance Funding

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OTHER FINANCIAL PLANNING

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • College Education Planning
  • Estate Planning
  • Charitable Giving
  • Foundation Formation

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OUR FINANCIAL PLANNING PHILOSOPHY

The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns. The financial planning experience progresses through four stages:

Discovery

A financial plan begins with understanding of your goals, priorities and financial circumstances. We will work to understand the connection between your assets and your personal objectives.

Planning

Our analytical assessment will quantify your ability to achieve multiple financial goals. We will be able to validate approaches and assumptions, surface possible shortfalls and identify appropriate courses of action.

Solutions

Specific strategies are developed to determine how your resources can be effectively applied to address your needs. We will propose and test a number of solutions in order to determine which combination makes the most long-term sense for you.

Monitoring

It is important to continually revisit as personal circumstances evolve. Proper monitoring can insure that we adjust to life’s changes and that your ultimate goals and dreams are reached.

By utilizing this proven process, we make sure to never lose sight of the big picture while still addressing each client’s specific issues.