Stephen R Shanley

Contact

Stephen R Shanley, CLU®, ChFC®
Wealth Management Advisor

105 Edwards Village Blvd
Ste D207
Edwards, CO 81632-9914

Phone: 970-926-6650

Email Stephen R Shanley

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Plan Now for Your Future

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.

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New Interactive 2009 Annual Report

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Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

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