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Steve Shanley works with business owners and executives helping them prepare for unforeseen business risks. He specializes in the areas of wealth accumulation, wealth preservation, and wealth distribution. Steve Shanley and his associates develop strategies that integrate business objectives, business succession, and key person needs with personal and estate goals. People tend to fail, financially or otherwise for three reasons. First is procrastination, second is lack of a vision and third is lack of a strategy. And this is where Steve Shanley’s process begins. We spend time getting to know the people involved with you, your family and business associates. We find out what is on their minds and what concerns or goals they have. Then we recommend solutions to accomplish your goals and objectives. Steve Shanley has obtained the Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. He holds Business Planning and Estate Planning certificates. Steve and his associates regularly attend advanced planning schools and educational seminars discussing estate and business strategies. He works with a team of specialists and outside advisors (attorneys and CPAs) that bring specialized knowledge and experience. We would like to speak with you about the important things in your life. We welcome an initial discussion with you over the phone or in person to learn about your objectives. Steve Shanley’s mission is to uncover the facts and priorities in your life and deliver impactful solutions for a lifetime of prosperity.
The Northwestern Mutual Wealth Management Company has prepared an analysis of the recent market turmoil to provide you additional guidance and perspective - click here. Please feel free to give me a call if you have any questions or would like to further discuss your investment goals.
A Career as a Financial Representative Steve Shanley is actively selecting individuals who seek a career as a Northwestern Mutual financial representative for the Western Slope. To learn more about a career as a Financial Representative, visit Northwestern Mutual-Denver.com.
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