We specialize in working with business owners & corporate executives preparing for, and transitioning through, a "work optional" lifestyle. At Overland & Shanahan Wealth Advisors, we can customize a financial plan that integrates your business with your personal financial goals and objectives while also allowing you to outsource the tedious responsibilities that come with having a complex financial situation.
We specialize in succession planning, qualified retirement plans, charitable planning strategies and investment management. At Overland & Shanahan Wealth Advisors, we have experience in assisting executives in stock option/RSU planning, concentrated stock position risk management, retirement planning and complex estate planning strategies.
We specialize in succession planning, qualified retirement plans, charitable planning strategies and investment management. At Overland & Shanahan Wealth Advisors, we have experience in assisting executives in stock option/RSU planning, concentrated stock position risk management, retirement planning and complex estate planning strategies.
Services
At Overland & Shanahan, we embody a series of core values within our firm. We believe in serving both our clients and our communities through strong personal relationships, honest and open financial advice, and community engagement. Our team supports a number of causes as a whole, and through individual volunteer efforts.
Look to Overland & Shanahan Wealth Advisors for all of your financial planning and wealth management needs. Discuss the tax benefits relating to the optimization of your 401(k), 403(b) or other retirement plan options. Utilize tax aware investment strategies (ETFs, Municipal Bonds, Tax Loss Harvesting, etc.).
The decision to sell a business is never easy, but deciding to sell is only the first step in the business transition process. When you're ready to retire or switch career paths, knowing where to turn can be a challenge - unless you know where to look. Your business is built on the relationships you have with your clients, and on your good name.
Business owners are driven individuals. Starting a business takes courage, boldness, and risk. That's just the beginning. Shaping a business into a successful enterprise takes skill, determination, and much more. You set goals and accomplish them. There's no doubt you live and breathe your company, but what if you could achieve more?
Being an executive says a lot about your personality. You're driven, focused, and strategic. It's taken hard work and dedication to get here, not to mention long hours. Executives may receive excellent benefits and incentives but lacking proper attention, these rarely reach their true potential. These can include 401(k) retirement plans, deferred compensation, stock options and more.
Reviews (1)
Brian Cane
Jan 11, 2015
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Michael Shanahan and his firm have been instrumental in helping my wife and I plan for retirement, make smart tax planning decisions and most importantly plan for our children's education. His approach is straight forward and honest and my wife and I truly get the sense that Michael cares about our family. One of my favorite aspects of being an Overland and Shanahan client is the regular communication regarding our financial goals. We receive an annual update every year, not to mention several phone calls and emails throughout the year helping us to stay on track with the plan that Michael's firm
