About

Your Fiduciary, Fee-Only Financial Advisors in Lake Country. Our CFP® Advisors are more than your financial planner; we are your partner. Our goal is to form a strong relationship with each of our clients, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. We develop deep, long-lasting relationships with our clients. We’re a collaborative team with a high level of expertise for high-net-worth individuals and families. We offer big firm technology with small firm, specialized delivery. Questions that Shakespeare helps you answer: Am I maximizing available tax strategies to minimize tax liability? Is my retirement plan on track? Are my investment accounts working efficiently? How do I minimize market volatility? Is there a way to protect my families assets from litigation? Is my family protected if I die prematurely? How do I create an income stream from my assets?