Shankland Financial

Phone: 815.725.6618

Fax: 815.725.6618

 

Shankland Financial Services

24547 W. Park River Lane

Shorewood, IL 60404

Estate and Financial Planning

Services We Provide

Investment PlanningInvestment Planning

• Bonds
• Stocks
• Mutual Funds
• Annuities

• Real Estate Investment Trust
• Protection Planning
• Oil and Gas Private Placement
  

Estate PlanningEstate Planning

• Life Insurance: Estate Planning
• Revocable Trust
• Irrevocable Trust

  

Protection PlanningProtection Planning

• Life Insurance
• Long Term Care Insurance
• Disability
• Annuities

  

Retirement PlanningRetirement Planning

• IRA'S
• 403 (b)
• 401 (k)
• Annuities

• Real Estate Investment Trust
• 401 (k) Rollovers
• Qualified Plan Rollovers
• Pension Maximization
  

Education PlanningEducation Planning

• 529 College Savings Plans
• Custodial Accounts (UGMA/UTMA)