Get the most out of life! What is your vision for your ideal future? Creating a plan to accomplish your goals will give you the peace of mind so you can do what is truly important to you TODAY, TOMORROW, and for however long you choose. Join us at the "kitchen table" as we help you cut through the complexity of your financial lives with practical and uncomplicated financial planning and investment advice.
We are devoted to you by a strict fiduciary duty, using our knowledge and experience to provide the best personal advice for your financial future. Money can't buy you love or happiness, but a plan can bring you peace of mind and a sense of security. Having a complete picture of the role money has in your life allows you to plan for today and the future.
We are devoted to you by a strict fiduciary duty, using our knowledge and experience to provide the best personal advice for your financial future. Money can't buy you love or happiness, but a plan can bring you peace of mind and a sense of security. Having a complete picture of the role money has in your life allows you to plan for today and the future.
Services
Team
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Our role, as financial planners, is to help you connect your money to what you value in life, and then help you make financial decisions to make that connection a reality, both for the present and the long - term. To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have.
Process
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The financial plan for your future. Creating the right blueprint for your future requires taking a close look at your current resources and future plans. Everyone has a different idea about what they want their future to look like and everyone needs a plan to get there. This process is tailored for your unique goals and vision.
Philosophy
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Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance - not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind.
Investing
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The stock market is unpredictable, especially in the short term. It is impossible to always pick winning stocks or select the best mutual fund managers who will always beat the market. An individual may guess correctly, but luck is not the same thing as skill. One of our jobs as professional investors is to provide the best advice based on our experience and knowledge.
Financial Planning Industry
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We strongly believe that all financial planning should be done as a Fiduciary - ethically and with our clients' best interests in mind. We support and advocate for this change on a local level and lend our ideas and beliefs to our associations who advocate for us on the national level. The best way to shape the future of our industry is by mentoring.
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