Your Fiduciary, Fee-Only Financial Advisors in Lake Country Planning for Life. Providing Peace of Mind.
- We develop deep, long-lasting relationships with our clients.
- We’re a collaborative team with a high level of expertise for high-net-worth individuals and families.
- We offer big firm technology with small firm, specialized delivery.
Planning for life involves a deep understanding of you and your family’s values, dreams, plans and fears. We work closely with you to develop a comprehensive financial plan that will provide financial security and peace of mind.
The Shakespeare team will help you navigate through difficult financial markets, changes in tax laws, changes in your health, the ups and downs of your career and more; making sure your financial plan stays on track at every turn. We are your local, trusted financial planning partner, taking our time to get to know your financial goals and providing guidance to create a customized financial plan to fit your life.
You want a financial advisor whose investment philosophy has proven to work through various market cycles. Shakespeare focuses on specific factors of return that are rooted in academic research and proven to add value over time. Our disciplined financial strategies reduce risk and enhance returns. That means you can invest with confidence, knowing your assets will be there when you need them.
Our communication will be ongoing with 1-2 meetings per year and advisor availability with any questions or concerns along the way.
Client education is a core service from Shakespeare, and with this education comes empowerment. One of our first meetings involves an in-depth review of the financial markets, how they work, and the proven disciplines we follow to ensure success in your financial plan.
We send a monthly newsletter via email geared towards education and updating you on current events in the financial industry, tax law changes, and market movements. We post an educational blog written by our advisors and host webinars and special events for our clients.
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™ 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, Nick, Brian, and Ryan are all proud members of NAPFA.