Walnut Peak Financial Consulting

Walnut Peak Financial Consulting

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No two clients are the same, so we take a collaborative approach to assisting them in negotiating their complex financial landscape. We start by learning about their unique situation, goals and objectives. Then, we use all available resources (internal and external) to develop and execute a plan that will put them in the best possible position for success. Our major precept is to always prioritize our clients’ best interests and make informed recommendations based on the available information. If we set expectations correctly and avoid making decisions based on emotion or irrational behavior, we have a better chance of achieving your goals.

 

About Financial Advisor Michael Shanley

Michael Shanley has over a decade of experience in financial services, with a focus on investments and portfolio management. Mike started his career in the industry with Guardian Life Insurance before moving to Wells Fargo Advantage Funds. For the last 10 years, he’s been with John Hancock Investments, working to provide Financial Advisors with the best possible investment options for their clients. In 2020, he made the switch to become an independent financial advisor.

Growing up, Mike experienced two different sides of financial literacy. As the son of a young single mother, money was always tight and decisions were made based on what was happening in that moment rather than looking ahead.

During his teenage years, his stepfather got involved in financial services and taught Mike the importance of saving and being mindful with money. These two perspectives – being frugal and making wise decisions with money – are what motivated Mike to help others achieve their own financial goals. Mike currently lives in Hanover, MA with his fiancé Jaime. In his free time, he enjoys cooking and traveling. He’s also run in four Boston Marathons!

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Our services

 

Working with Lincoln Investment, we help individuals create retirement strategies. If you’re already retired or getting close to it, please take some time to look through our website and the wealth of information we have to offer.

We provide personalized service and educate clients about financial concepts and products. Our goal is to take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges retirees face today. The biggest concern for many is running out of money. That’s why we focus on money management, as well as other issues that are critical to your financial wellbeing. Services we offer include:

  • Retirement Planning
  • 403(b) Plans
  • Employer Retirement Plans
  • Pension Consulting
  • Education and Financial Aid Planning
  • Wealth Management
  • Estate Planning
  • Financial Planning
  • Insurance
  • Charitable Giving