I hope you'll spend a few minutes getting to know me and how we can work together to help you achieve your financial goals. I'm a fee-only financial planner dedicated to providing financial planning and investment advice on an hourly, as-needed basis. This is a good match for clients who aren't necessarily looking for financial products, but rather for objective advice on either a specific topic or a comprehensive financial plan.
You can get a good understanding of what I can offer you by reading Our Services and Who We Are pages. Feel free to contact me for more information, any questions you have, or to schedule a free, no obligation "get acquainted" meeting.
You can get a good understanding of what I can offer you by reading Our Services and Who We Are pages. Feel free to contact me for more information, any questions you have, or to schedule a free, no obligation "get acquainted" meeting.
Services
Shannon is the founder and president of Lunsford Financial Planning, Inc., a fee-only financial planning and registered investment advisory firm. The firm specializes in providing targeted financial planning services and investment advice to people from all walks of life. There are no income or net worth minimum requirements in order to become a client, nor are any long-term contracts required.
Lunsford Financial Planning is a registered investment advisory and financial planning firm, which provides objective financial advice to people from all walks of life. Our firm is registered in the state of Colorado. Whether you seek advice on a regular or periodic basis, we will work together to provide the level of services appropriate for your needs.
Retirement Planning Projections - projections that help you determine if you can retire when and how you want to. Retirement Distributions - We can help you determine how much you should take each year and from what accounts. 401(k) allocations and rollovers - Help with identifying the optimal allocation within your 401(k) options, and whether you should roll over an old 401(k) plan to an IRA or other tax-deferred vehicle.
Lunsford Financial Planning, Inc. provides investment advice and management services for our clients. LFP is a registered investment advisory firm with the state of Colorado. Self-Directed Investment Advice for those clients who wish a professionally designed investment portfolio but are looking to implement and monitor the porfolio themselves.
As a Fee-Only advisory firm our recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, insurance companies, and estate attorneys.
Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind - with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.Shannon Lunsford is a Registered NAPFA Member.
Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind - with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.Shannon Lunsford is a Registered NAPFA Member.
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