We work with you to develop a specific strategy to plan for your retirement, save for your child’s college, an upcoming vacation, or saving for a new home, wedding or car. Your goals are important to us, both short and long term.
Sole proprietors, partnerships and corporations have relied on the expertise of Shuttleworth & Company for years to help set up and manage their SEP IRAs, Individual 401(k)s, Simple IRAs and/or Traditional 401(k) plans. To learn more about these plans, schedule a complimentary consultation today.
We work with many attorneys, accountants and physicians to help them and their clients develop trusts, obtain estate planning advice and gain a better understanding of their tax situation. Professionals turn to Shuttleworth & Company for reliable and trustworthy referrals to meet all their service needs.
This is an area where we stand out above the crowd. Multiple retirement discussions are held to detail your plan, assets, liabilities, cash flow and contingencies. We believe in identifying and resolving any shortcomings as soon as possible so that you can be on solid footing as retirement approaches. Once in retirement, you will have the confidence to know you are prepared for what lies ahead.
We are dedicated to the people we serve, not just a portfolio. Every client, regardless of size, is offered quarterly investment meetings face-to-face or virtually. Every client receives a quarterly report and market environment update. Applicable benchmarks are compared to your investment results for further discussion and analysis. Isn’t it time you demanded more from your financial advisor?