Lunsford Financial Planning Inc.

Description

"Our mission is to help our clients build a brighter financial future," says Shannon. "We help our clients define their financial goals and develop strategies for reaching those goals.

Shannon is the founder and president of Lunsford Financial Planning, Inc., a fee-only financial planning and registered investment advisory firm. The firm specializes in providing targeted financial planning services and investment advice to people from all walks of life. There are no income or net worth minimum requirements in order to become a client, nor are any long-term contracts required. Services are offered on either a flat-rate per-project basis or on an hourly, as-needed basis.

Proper implementation is crucial to reaching your financial goals. Whether you now implement and monitor the plan yourself, or contract with us to assist you, we urge prompt action. In order to help, we provide a 90-day period after the presentation meeting where you can call or email us to ask questions relating to the plan without incurring any new charges. We also offer a follow-up meeting 3-4 months after the presentation to see how the implementation process is going and to get feedback on your experience with our firm.

In 2003, Shannon joined The Garrett Planning Network, Inc., a nationwide network of professional fee-only financial advisors dedicated to providing competent, objective financial advice to people from all walks of life on an hourly, as-needed basis. Like his Garrett Member colleagues, Shannon believes that everyone needs and can benefit from independent, professional advice from time to time. He does not, however, believe that everyone needs or wants a full-time financial planner.

Shannon is a member of the Financial Planning Association (FPA), the nation's largest association of professionals dedicated to championing the financial planning process. He is active in his local Denver chapter. Shannon is also a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA is the largest professional association of Fee-Only comprehensive financial planners in the United States.

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