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San Antonio Financial Advisers*, Estate Planning, Boerne Lifetime Annuity

Realize Your Value!


As with most other things in life, the key to achieving your long-term financial objectives is comprehensive and integrated planning*. Not coincidentally, that is our emphasis!  We work in close coordination with you, our clients, and other professionals to provide information on your varying options to (1) Increase Wealth/Cash Flow; (2) Minimize Taxation (Estate, Income, Gift, etc.); (3) direct your financial resources to more fully accomplish your stated desires.

A typical advisor will carry upwards of 1500 clients!  We maintain a 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 serious about their personal financial success (you would be surprised how many people are not) and would benefit from the educational resources we bring to bear.

Please use our Web site as a resource.  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 Michael Shipman, Jim Davis, Greg Rickert and Will Winslett.  Get to know a little more about us in the "About Us" section.  Thank you for your interest.
 

*Michael Shipman, Jim Davis, Greg Rickert and WIll Winslett are separately registered as investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the following states:  Texas, Colorado, South Dakota, Nevada, Georgia. As such, these services are strictly intended for individuals residing in those states.

Michael Shipman, Jim Davis, Greg Rickert and Will Winslett 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 following states:  Texas, Colorado, South Dakota, Nevada, Georgia. As such, these services are strictly intended for individuals residing in those states. . No offers may be made or accepted from any resident outside the specific state referenced.

Michael Shipman, Jim Davis, Greg Rickert and Will Winslett 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 following states:  Texas, Colorado, South Dakota, Nevada, Georgia. As such, these services are strictly intended for individuals residing in those states.  No insurance business will be conducted outside these states.
 
Michael Shipman, Jim Davis, Greg Rickert and Will Winslett 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, NYLIFE Securities LLC, or its affiliates render tax, legal, or accounting advice.  Please consult with your professional advisors regarding your particular situation.
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