Are you on track for your retirement?
Guiding you to and through retirement.
Shadduck Financial is an independent financial advisory and wealth management practice founded on three core values:
I understand and honor the trust that you place in your financial advisor, and strive to implement and monitor your planning with discretion and sophistication. Acting in my clients’ best interests while managing their assets is my fiduciary responsibility.
Leveraging years of experience to create personal care around thoughtful wealth management, you can count on me for plain-spoken and prudent ideas to help safeguard your wealth.
Candid, honest conversations are the foundation of every relationship at Shadduck Financial. I am not afraid to ask difficult questions and deal with the answers.