Living a purposeful retirement is about spending time with the people you love and pursuing the things that make you happy. We start by helping you define your life goals because at Shinneman Wealth Group we believe your finances should fuel the pursuit of your goals instead of defining them.
STEP TWO – Know Your Risk Score
Finding the right balance for your investment strategy often comes down to managing risk. Many people have a difficult time quantifying their risk tolerance and that’s why we offer Riskalyze, a risk management tool that helps us determine your own risk score. You can begin your journey to purposeful planning by answering the questions in the Riskalyze calculator below.
STEP THREE – Get Your Purposeful Plan
It all starts with a complimentary review where we’ll begin by getting to know you and understanding your life goals. We’ll do a thorough review of your portfolio and current financial situation, and then use your risk tolerance score as a guide when we design your investment strategy.
The final step of the process will combine all of this information to create your very own Shinneman Wealth Group Purposeful Retirement Plan. This is a plan as unique as you are and built with a purpose. To get your Purposeful retirement plan, fill out the submit form to the right for your complimentary review.
Charlie Shinneman is the Owner and CEO of Shinneman Wealth Group, a comprehensive financial services firm offering financial planning to help clients create strategies for their wealth. He has put together a team of caring, knowledgeable & professional people that work together with clients to establish their goals and build confidence in retirement.
Charlie Shinneman graduated from Purdue University with a degree in Financial Counseling and Planning and has been working in the financial services industry for nearly a decade. Charlie has worked for a debt settlement firm before entering into the banking industry, he has since been affiliated with McAdam Financial in downtown Chicago and continues to grow his client base. He has excelled as an independent financial advisor at McAdam and decided to expand his scope to further service clients in the industry. On January 1, 2017, Charlie acquired what is now SWG and serves a larger client base with his knowledge and experience in financial planning.
His professional focus is helping his clients pursue their financial goals and create strategies to help build wealth while keeping assets safe from market volatility. He has a broad scope of financial products that he specializes in ranging from fixed index annuities to brokerage accounts.
Julia, Charlie’s wife, joined the team in September 2017 coming off of a maternity leave from the birth of their daughter, Evelyn. Prior to beginning at Shinneman Wealth Group, Julia worked as a Licensed Professional Counselor in multiple mental health settings. Julia holds a bachelors degree in psychology from the University of Chicago and a masters degree in mental health counseling from Northeastern Illinois University. Julia’s background in psychotherapy allows her to bring empathy, active listening, and compassion to clients in every interaction while supporting Charlie and the Shinneman Wealth Group team with administrative needs. Many clients experience major life events that involve difficult, emotional transitions (e.g. retirement, losing a loved one, divorce, etc.); with this knowledge, Julia strives to be a point of contact for the clients who are needing a listening ear as they work with Charlie to make sense of finances in the face of such life events. Julia feels strongly about Charlie’s mission and wanted to be able to provide whatever support she could to see his vision through.
Brian has been an integral part of the Shinneman Wealth Group team since its establishment in January 2017. Brian has worked as a financial client service representative since 2015 and has developed a great rapport with our clients. As the only member of the previous ownership to stay with the company, Brian has shown great loyalty to our clients and our mission. He has over 15 years of client service experience and has a strong passion for helping our clients understand their financial accounts. He has newfound excitement for the direction of the company with Charlie as the owner and fully supports his vision on how to best serve our clients moving forward. Brian is licensed in Annuities and Life Insurance from the Illinois Department of Insurance, and strives to help all of our clients with the strategies and products that best support their retirement needs and goals.
Mirko joined the Shinneman Wealth Group team in late May of 2018 after a year spent with Prudential Financial. Mirko graduated from Purdue University with a bachelor’s degree in political science with a minor in finance, and an associate degree in computer technology information systems. With over 9 years of client services under his belt, Mirko is here to support the entire Shinneman Wealth Group team in efforts to develop strong client relationships. Mirko is state licensed with annuities and life insurance and is looking forward to bringing his knowledge and experience to all of our valued clients for many years to come.
Sarah Melone joined the team in May 2020 after returning home from school. Prior to working at Shinneman Wealth Group Sarah was attending her first year of college at Indiana University. Sarah plans to major in Finance, Law, and International Business at the Kelley School of Business with a minor in Italian, and she intends to graduate in May 2023. Sarah is here to support the Shinneman Wealth Group team in any capacity that is needed, and she is looking forward to helping make the client’s experience as pleasant as possible.