To contribute to caring, responsible people’s lives by helping them to identify current and future savings and safety needs for themselves, their families and businesses.
And, to design plans that allow goals and dreams to be realized in a high-quality, professional and enthusiastic practice, where those we work for expect and receive trusting, knowledgeable, caring people providing state-of-the-art service and solutions.
Our Values: Integrity, Achievement, Purpose
Steve Shanley, is a financial advisor located in Vail, Colorado, working with business owners, professionals and executives helping them build and manage wealth tax efficiently, plan for unforeseen risks, and develop strategies to preserve and transfer wealth. Steve Shanley and his team of associates develop strategic plans that integrate personal and business objectives, with business succession planning, key person planning and estate and tax strategies.
Please contact Steve Shanley and his team via email: email@example.com.
We believe in helping our clients make the best possible decisions with their money in order to achieve their goals. We believe our clients deserve an advisor who will take the confusion out of financial planning and make recommendations that are based on proven, reliable strategies.
As a Northwestern Mutual Wealth Management Advisor, Steve Shanley has the knowledge and expertise to discover your core values and integrate them into your planning process. Our process begins by getting to know you and your priorities - your goals and the vision you have for your future. We care, we listen and we learn. Then we recommend solutions to accomplish your goals.
Steve Shanley is a financial advisor, Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU® ), and holds Business Planning and Estate Planning certificates. We have access to a team of professionals and specialists that bring specialized knowledge and experience to our planning process.
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.
A Career as a Financial Representative
Steve Shanley is actively selecting individuals who seek a career as a Northwestern Mutual financial representative in Summit County, Glenwood Springs and Grand Junction, Colorado.
To learn more about a career as a Financial Representative, visit Northwestern Mutual-Denver.com.