941.747.0500 | info@shinnsp.com

Services

Our dedicated professionals assist clients by providing financial planning for both your business and your family.

OUR RANGE OF SERVICES CAN INCLUDE:

  • FinancialĀ Strategies and Planning
  • Assistance in document structure in family governance
  • Strategic planning with trusted financial advisor
  • Virtual office services
  • Philanthropy and Legacy Planning
  • Estate Planning and Trust Assistance
  • Periodic review of processes and procedures
  • Risk management recommendations
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