Planning With Purpose for Your Purpose
Your financial future, guided by what matters most to you. Ready to get started?
How We Help
Tailored Strategies to
Complete Your Financial Picture
From wealth management and income planning to tax-efficient strategies and Medicare guidance, we bring every part of your financial life together under one roof. We move beyond standard advice to build a custom plan designed to help you find clarity and confidence for the road ahead.
Who We Are
More Than Advisors —
We Are Your Financial Family
At Shinneman Wealth Group, you aren’t just a number on a spreadsheet. Led by Charlie and Julia Shinneman, our team combines professional expertise with a heartfelt commitment to your well-being, offering the personalized attention big firms often overlook. We invite you to experience a refreshing approach to retirement planning where you always come first.
What Does Your IDEAL Retirement Look Like?
We believe true financial confidence comes from addressing every aspect of your future — not just your investment portfolio. Our proprietary IDEAL Retirement Process guides you through five key pillars of planning, helping your strategy stay as unique as the life you’ve built.
Join the Conversation. Grow with Our Community.
Whether you are looking to deepen your financial knowledge or simply make new connections, our events are designed to bring people together. From educational workshops to client appreciation gatherings, we offer a welcoming space for you to learn and thrive.
The Greatest Gift: Outline Your Wishes With an Estate Plan
Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
Areas your will should address (and who should write it)
The two types of trusts (and how they can help reduce the chance of a family conflict)
A checklist to help you select the right person to carry out your wishes
What’s Your Next Move?
We’re eager to learn your story, answer your questions and help you make your next financial step a purposeful one. Let’s make a connection today.