• Client Account View
  • For Advisors
Overland & Shanahan Wealth Advisors
  • About Us
    • Core Values
    • Community Involvement
    • Meet The Team
  • Services
  • Business Owners
  • Executives
  • Blog
  • Contact Us
Press enter to begin your search

End of the Year Financial Checklist

By Michael ShanahanFinancial Planning
The final months of the year can be the busiest of all.  Holiday happenings, family gatherings, and much more make this an exciting (and sometimes exhausting) time of year.  With...
Read More
December 5, 2017

Spotting a Legitimate Charity

By Michael ShanahanFinancial Planning

It’s the time of year again when the spirit of giving takes hold and collection efforts across the country increase to capture donor dollars.  Direct mail campaigns, phone calls, and…

Read More
November 14, 2017

Money You Can Trust – Know the Basics of Trust Accounts

By Michael ShanahanFinancial Planning

If you haven’t thought about creating a trust, you are not alone. Trusts are a useful financial planning tool many have yet to discover. The common school of thought is…

Read More
November 2, 2017
Term Life Vs. Whole Life

Term Life vs Whole Life Insurance

By Michael ShanahanFinancial Planning

We buy insurance protecting ourselves against loss. We may not lose our cars and homes yet we protect them nonetheless. Let’s face it – life insurance comes with a certainty…

Read More
October 16, 2017

Estate Planning: Digital Assets

By Michael ShanahanUncategorized

It’s OK to admit it: estate planning isn’t the most exciting thing on your list to get to.  Planning your estate may make you think of paperwork, your grandmother’s attic,…

Read More
October 2, 2017
Separating Finances

Get Organized! 7 Ways to Separate Personal & Business Finances

By Michael ShanahanBusiness & Entrepreneurship

It’s often difficult for small business owners to separate their personal and business accounts. There are many perfectly understandable reasons to have mixed the two.  In fact, it happens all…

Read More
September 19, 2017
Build a Business You Can Sell

Building a Business You Can Sell

By Michael ShanahanBusiness & Entrepreneurship, Financial Planning

It is no secret that most small business owners go into business to make money.  It is also no secret that most new businesses fail within the first year and…

Read More
August 31, 2017
job transitions

3 Steps to Surviving a Job Transition

By Michael ShanahanFinancial Planning

Surviving a job transition can be challenging, whether you know it’s coming or not.  Caught off-guard, a job transition could knock you off your feet but with preparation, job transitions…

Read More
August 11, 2017

2017 Market Outlook

By Michael ShanahanFinancial Planning
Read More
March 7, 2017

2016 Q1 Review

By Michael ShanahanFinancial Planning
Loading... Taking too long? Reload document | Open in new tab Download This [137.65 KB]
Read More
April 9, 2016
Previous 1 2 3 Next
Financial Services Built For Business Owners & Corporate Executives Talk to an Advisor

Check the background of this firm on FINRA’s BrokerCheck.

© 2021 Overland & Shanahan Wealth Advisors. All Rights Reserved
The financial consultants at Overland & Shanahan Wealth Advisors, Inc. are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, FL, GA, IA, ID, IN, MA, MD, ME, MI, MS, NC, ND, NV, NY, OH, OR, PA, TN, TX, VA, WA
Registered as IAR in the following states: CA, TX
View our Privacy Policy

  • About Us
    • Core Values
    • Community Involvement
    • Meet The Team
  • Services
  • Business Owners
  • Executives
  • Blog
  • Contact Us
  • Client Account View
  • For Advisors