VENDOR OF THE WEEK | Shannon Ackermann, Financial Planning

What we, as real estate professionals, love about our career is the diversity in both the properties that we sell and our clientele. One of my dear clients, Shannon Ackermann Sandlin, of Edward Jones, enjoys the same style of diversity in her career.

Shannon is a practicing personal financial advisor–planning and preparing personal finance including management of cash flow, investments, life insurance, education and retirement planning, estate planning and business succession planning for business owners as well. As in real estate, financial planning is not a ‘template’ business! Creating a detailed strategy, tailored to each clients’ needs is highly individualized and requires the skill and knowledge that Shannon shares with each of her clients.

Shannon is attentive to detail and keeps each of her individual clients’ financial goals in mind as she navigates them through achieving those strategies. Providing financial advice is again, highly specialized and as Shannon can tell you, requires the knowledge and skill to navigate, as each financial decision affects another area of your future plan.

Providing financial planning to determine your financial and retirement goals takes an understanding of your own goals, your lifestyle and balancing your risks in order to meet your goals. Shannon asks the right questions, LISTENS and provides world-class customer service to get to the bottom of your needs and goals.

Shannon, it’s always a pleasure referring business to you–the confidence of knowing that my valued clients are in the best possible hands is priceless. Quite simply, thanks for being YOU!

Shannon’s offices are located in both Wilmington and Charlotte, North Carolina but, she’s also only a phone call away if you are not located in or near either of those cities. She can be reached at (910) 791-2128 or email her at Shannon.Ackermann@EdwardJones.com.