We are Fee-Only Financial Advisors
As Fee-Only Financial Advisors, we do not earn sales commissions or have any other conflicts of interest present. Fee-only financial planners provide objective advice without influence from commissions or referrals. We are your financial quarterback, working collaboratively with your accountant and any and all other of your advisors.
Shakespeare is a proud member of the National Association of Financial Advisors (NAPFA). NAPFA is the premier professional association catering to Fee-Only financial advisors. NAPFA Advisors must be a Certified Financial Planner (CFP) in good standing and demonstrate technical competence in the key areas of financial planning. To maintain our NAPFA membership we complete 60 hours of Continuing Education every two years and take a fiduciary oath. This is just one of the many ways we show that our clients always come first! Shakespeare Financial Advisors, Kevin, Andrea, and Mark are all proud members of NAPFA.
if you have investable assets of $1 million+, here's what we can do for you
