Your Life

Your Goals

Your Time

Planning with a Purpose

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Planning with a Purpose

Get Started

The Shinneman Wealth Group Purposeful Planning Process

At Shinneman Wealth Group we know there is nothing more important than securing your financial future. We also know that your nest-egg is the culmination of a lifetime of hard work. It has to get you through the rest of your life, and we never take that responsibility for granted. But we are also keenly aware that your finances are just one part of your overall story. We understand that our work together isn’t just about money, it’s much bigger than that. It’s about your life, your goals, your loved ones, and your legacy. With this much at stake nothing should be left to chance. It’s why we believe in purposeful investing and why we created our Purposeful Planning Process, and it’s just one part of the Shinneman Wealth Group difference.

We look forward to helping you create a purposeful retirement.

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