Business Details
Your Trusted Financial Advisers in Anchorage, AK
At Shilanski & Associates, we are dedicated to empowering clients in Anchorage, Alaska, and beyond to make informed financial decisions that align with their life goals. Our team of seasoned financial advisors combines personalized planning with a coaching approach, acting as accountability partners and advocates throughout every stage of life. We specialize in crafting comprehensive strategies for financial planning, retirement readiness, investment management, estate planning, and tax optimization, ensuring clients maintain control over their financial futures.With a focus on education and transparency, we help individuals and businesses navigate complex financial landscapes while prioritizing long-term security and legacy preservation. Our commitment to excellence is reflected in our recognition by Forbes, InvestmentNews, and Barron's, underscoring our dedication to client-centric service and industry leadership.
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Highlights and features
- We offer personalized financial planning tailored to your unique goals and life stage.
- Our team combines decades of experience with a coaching approach to financial success.
- We provide comprehensive services covering retirement, investments, taxes, and estate planning.
- We prioritize proactive strategies to adapt to changing financial landscapes and regulations.
- Recognized by Forbes, InvestmentNews, and Barron's for industry excellence and client service.
Associations and certifications
- SEC Registered Investment Advisor
Services
Financial Planning
Our financial planning services evaluate your current financial situation to create a roadmap toward true wealth. We analyze assets, income, and expenditures to design personalized strategies for short-term needs and long-term goals. By incorporating risk management, tax efficiency, and legacy planning, we help clients build dynamic plans that adapt to life changes while maintaining focus on financial freedom.
Retirement Planning
Retirement planning focuses on avoiding personal retirement crises through a five-step process. We assess your current savings, income sources, and goals to develop actionable strategies for Social Security optimization, tax-efficient withdrawals, and portfolio management. Our approach ensures clients maintain financial stability throughout retirement while addressing inflation, healthcare costs, and legacy considerations.
Investment Management
Investment management combines disciplined strategies with proactive portfolio monitoring. We create customized asset allocations based on risk tolerance, financial goals, and market conditions. Our team evaluates economic factors and client-specific needs to balance growth potential with capital preservation, ensuring portfolios remain aligned with long-term objectives while minimizing tax implications.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. We collaborate with legal and tax professionals to create wills, trusts, and power of attorney documents. Our services address complex family dynamics, special needs planning, and creditor protection, providing comprehensive solutions that safeguard your legacy for future generations.
Tax Planning
Tax planning services identify savings opportunities through strategic analysis of returns and regulatory changes. Our CPA-led team reviews current tax situations to implement proactive strategies for individuals and businesses. We focus on retirement account distributions, business structure optimization, and compliance with evolving tax laws to maximize after-tax income and long-term financial growth.
People
Floyd Shilanski
Founder
Floyd Shilanski founded Shilanski & Associates with a vision to provide personalized financial guidance. His leadership emphasizes client education and long-term financial security, leveraging decades of industry experience to shape the firm's client-centric philosophy.
Micah Shilanski
Managing Partner, Wealth Advisor
Micah Shilanski specializes in helping clients define their vision of true wealth. With expertise in retirement and tax planning, he focuses on creating actionable strategies that align with individual goals and evolving financial landscapes.
Jamie Shilanski
Managing Partner, Wealth Advisor
Jamie Shilanski provides comprehensive financial planning solutions, emphasizing risk management and estate planning. Her approach prioritizes client education and tailored strategies to ensure long-term financial stability and legacy protection.
Ryan Detrick
Chief Market Strategist
Ryan Detrick leads investment strategy with a focus on market analysis and portfolio optimization. His expertise in global macroeconomic trends helps clients navigate complex markets while maintaining alignment with long-term financial objectives.
Beth Schanou
Senior Wealth Planner
Beth Schanou specializes in estate and tax planning, offering strategic guidance to protect client assets. Her legal expertise ensures comprehensive solutions for complex family dynamics and regulatory compliance in estate documentation.
Questions
What services do you offer?
We offer financial planning, retirement planning, investment management, estate planning, and tax planning services tailored to individual and business needs.
How do you personalize financial plans?
We conduct a detailed discovery process to understand your goals, risk tolerance, and financial situation, creating customized strategies that evolve with your life changes.
Are you fiduciaries?
Yes, we act as fiduciaries, prioritizing your best interests in all recommendations and maintaining transparency in our advisory relationships.
How are you compensated?
We use fee-based structures aligned with your financial goals, ensuring no conflicts of interest and full disclosure of all compensation methods.
Do you work with clients outside Anchorage?
Yes, we serve clients nationwide through virtual consultations and personalized digital tools while maintaining our Anchorage headquarters.
How do you stay updated on tax laws?
Our team includes CPAs and tax specialists who monitor regulatory changes to provide timely, compliant strategies for individual and business tax planning.
