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Why have so many discerning clients chosen us to manage their financial planning? One word - experience.

We offer more than 30 years of financial planning experience, working in finance and insurance related fields. With clients from Texas to Alabama to West Palm Beach to our home base in Brevard County, Florida, we deliver an in-depth knowledge and strategic understanding of today’s changing economic environment.

We work hard to not only stay on top of each client’s individual financial needs, but also to keep-up with current trends in the market place. By participating in esteemed organizations like the Advanced Planners Study Group, we continue to expand our abilities in ways that can ultimately benefit our clients.

For example, Shannon Pitner, CFP^® regularly attends the annual Heckerling Institute on Estate planning hosted by the University of Miami School of Law. While the majority of participants are attorneys, Shannon believes that tracking the latest estate planning trends and laws allows her to provide optimal guidance to her clients. She also is a member of the Brevard County Estate Planning Council and even served as Council president from 1991-1992. In addition, Shannon is an active member of the Financial Planning Association.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

 

Shannon T. Pitner CFP® Branch Manager Contact Us