Shane Prill and his team offer serious investors a full range of financial and estate planning services to assist in the accumulation and preservation of wealth. Our solutions-oriented team approach to client goals is offered in the Wichita area. Independent means we're objective and unbiased in helping you select appropriate strategies to help meet your goals.
We are client-focused to provide individual and customized investment and financial planning strategies designed to help meet your financial goals and aspirations.
We build relationships with clients by first listening to understand their goals and concerns, by evaluating their current financial situations, and then by designing an investment plan to pursue their stated objectives.
We are committed to excellence in customer service and uncompromising attention to detail as we strive to help you achieve your personal financial goals. Your financial future is important to us!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.