Shipman & Associates

As with most other things in life, the key to achieving your long-term financial objectives is comprehensive and integrated planning*. My emphasis is on private wealth management*.  I work in close coordination with you, my clients, and other professionals to provide information on your varying options to (1) Increase Wealth; (2) Minimize Taxation (Estate, Income, Gift, etc.); (3) direct your financial resources to more fully accomplish your stated philanthropic desires.

A typical advisor will carry upwards of 1500 clients!  We maintain a VERY small client base per advisor.   We do this to both provide the highest level of client service possible but to also allow the tightest focus on advanced concepts and applications to truly maximize your options and your understanding of those options.  Many people assume you already need to be "rich" to engage a financial planner/advisor.  This is simply not true - and is counterintuitive.  We have clients that are just out of college, newly married, small business owners, folks approaching or in retirement, and we have folks who are "Mega-wealthy".  Our true requirements are that our clients are smart, ethical, and driven individuals.  Our best prospective clients are those that are driven to personal financial success and would benefit from the educational resources we bring to bear.

You are welcome to contact us to arrange a mutual interview in order to determine if we are both appropriate for you, and a good skill-set match for your needs.  The primary advisory staff in our firm consists of myself and Spike Borawski and Tammy Shipman.  Get to know a little more about us in the "About Us" section.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
 

*Michael Shipman and Donald "Spike" Borawski are separately registered as investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in Texas.

Michael Shipman, Donald "Spike" Borawski, William Winslett, and Kirby Lyford are agents collectively licensed to offer insurance through New York Life Insurance Company and are licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business will be conducted outside this state.

Michael Shipman, Donald "Spike" Borawski, William Winslett, and Kirby Lyford are also Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC Member FINRA/SIPC.  In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

Michael Shipman, Donald "Spike" Borawski, William Winslett, and Kirby Lyford  are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Shipman & Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Shipman & Associates, its employees nor NYLIFE Securities LLC or its affiliates render tax, legal or accounting advice.  Please consult with your professional advisors regarding your particular situation.