Services for Individuals & Families

Ted Shanahan photo
Ted Shanahan, MBA
Danny Lee photo
Danny Lee, CFP®, ChFC®
Alex Hurtado photo
Alex Hurtado, MSM
Sam Hargrave photo
Sam Hargrave, CFP®
Onat Zee photo
Zee Onat, CFP®
Kevin Shavalay photo
Kevin Shavalay
Lisa Keener photo
Lisa Keener

If you’re like most of our clients, your time is limited and your financial needs and opportunities are complex. That’s why it’s imperative that you have someone in your court helping you oversee your financial wellbeing, providing you with clarity, confidence, and peace of mind. Our role is to act as your personal CFO, taking care of your financial needs and empowering you with everything you need to make well-informed decisions. Some of our key services are listed below.

Financial Security Planning Diagram

Wealth Optimization GIF (Fee-Based Planning)
Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company. Ted Shanahan is a fee-based planner.