The Palmieri & Shannahan Planning Process

• First, we will take the time to get to know you, your personal, professional and financial goals, and learn which areas are most important to you and your family.

• Through a financial plan, we then outline a process designed to specifically address your priorities.

• The result is a comprehensive plan addressing strategies for risk management, wealth accumulation, and wealth distribution.

• This is just the beginning of our relationship. Our regular review process will ensure that our team is available to support and guide your financial lives year after year.