The core of what we do is to educate our clients so they can make the most informed, rational and productive financial decisions. Financial Planners work intimately with clients to build and monitor comprehensive financial plans that take into consideration cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning, and business planning.
Our approach is simple, we start by asking what your goals are. After all, this is your financial plan. We want to help you articulate your goals and develop a financial plan to pursue them. We do not "chase returns"; meaning, we do not seek to achieve arbitrary benchmarks based on market performance.
Our approach is simple, we start by asking what your goals are. After all, this is your financial plan. We want to help you articulate your goals and develop a financial plan to pursue them. We do not "chase returns"; meaning, we do not seek to achieve arbitrary benchmarks based on market performance.
Services
Our main office is located in downtown Anchorage on 7th Avenue, between D Street and E Street. From C Street, turn right onto 7th Avenue. Once you pass the four-way stop at 7th & D, you will see our light-brown, two-story building on the right. We have parking spaces off the street, along the east side of our building.
We understand that we aren't necessarily the right firm for every single person, and that's okay. That is why the first step is called our, "Initial Consultation." We need to meet you and you need to meet us. We can do this either in person or via telephone. We want to ensure that we are able to provide you with the type of information that you are seeking.
The first step to getting your financial house in order is the Initial Consultation. To schedule your appointment, please read and sign the initial consultation agreement below. There is a fee of $497 to schedule a consultation with our office. We offer a money-back guarantee; if you don't find our initial consultation to be of value, we will refund the full amount.
Reviews
Be the first to review Shilanski & Associates.
Write a Review