ShankerValleau 360°- Farewell to 2022
We opened 2022 by introducing ShankerValleau 360°. As you may recall the purpose of our 360° wheel is to provide a holistic view of your financial life. Over the past 12 months we’ve taken a deep dive into
- Sound investment strategy
- Informed tax planning
- Appropriate risk management
- Strategic retirement planning
- Estate planning
- And, planning for more complex goals, such as education and charitable giving
2023 will present new opportunities and challenges. History has taught us to expect the unexpected, so we do not attempt to predict the future. However, we can help position your financial life to weather various ups and downs. As you welcome the new year, we hope the knowledge that we’re in your corner brings you peace of mind.
Happy New Year
In 2023, we’ll continue to dive into current events and draw on our ShankerValleau 360° to provide financial insight and context. Please do not hesitate to reach out to us if you believe we can help bring peace of mind to your financial life.