Financial Planning with Shotwell Rutter Baer
Our financial planning services cover the full range of financial issues. We help clients determine and assess their goals, including analyzing retirement scenarios, planning for college and other major purchases. We help clients think through specific issues, such as whether to invest an inheritance or use it to pay down debt. We guide clients through life changing events like marriage, family additions, divorce, retirement, and death of loved ones. We help clients understand the basics of investing, and we provide access to no-load, commission free mutual funds and insurance products to implement plans. We guide our clients through appropriate strategies within their employer’s retirement plan, their IRA, and other non-retirement investments.