Shane Squibb

Shane Squibb

Managing Partner | Financial Advisor | Speaker

Role
Managing Partner Financial Advisor at Modern Financial
Location
Colorado Springs, CO, US
LinkedIn followers
500 followers

Experience

  1. Managing Partner Financial Advisor

    Modern Financial

    Oct 2013 — Present · CO, US

    Building the future that you dream about takes more than a product. It takes a plan! It takes a dedicated team that will help be your guide. Walking along side you each step in the process. We are dedicated to the growth and development of clients utilizing todays tools that allow you to take control of your financial life and retirement. CORE Beliefs:• Financial Goals are personal and should have a tailored approach.• Focus clients on what counts: Mindset, behavior with long-term discipline• Be product neutral and independent minded. Your goals determine the path!• Minimize expenses whenever possible.I help people make informed and intelligent decisions as it pertains to their financial future. Building your Future NOW!Our firm is dedicated to providing clients the tools and resources it takes to succeed.Advisory services offered through Modern Financial Asset Management, LLC. Modern Financial Asset Management is a Registered Investment Advisor in the State of Colorado. Insurance services offered through Modern Financial, LLC. Modern Financial, LLC and Modern Financial Asset Management, LLC are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all client experiences.

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