YOUR PLAN. YOUR FUTURE. LET’S MAKE IT POSSIBLE.
As Northwestern Mutual advisors, representatives, and team members, we not only focus on insurance and investments, but on your whole financial picture. At Shunk Financial Group, we’re not here to simply handle your insurance and investments. We’re here to create a strong and flexible financial plan that starts with the end in mind. How do we do that?
With over three decades of experience and expertise, we’ve seen many of the challenges that clients might be facing. The difference with Shunk Financial Group is that we also see potential problems before they arise. By seeing the problems before they arise, it allows us to work with clients to build out a successful plan to address these problems and provide solutions before the client arrives at retirement. Our goal is for our clients to begin discovering what’s really possible for their futures.
Let us remove you from the noise of life so that you can focus on your faith, family, friends, and people in need.
BY THE NUMBERS
55+
Years of financial planning services
$450M+
Assets under Management
2
Office locations in Springfield, IL and Ft. Myers, FL
10+
Members on the Shunk Financial Team
PRIVATE CLIENT GROUP
The Shunk Financial Group is a Northwestern Mutual Private Client Group. What does that mean?
Private Client Group (PCG) represents an elite community of 150+ advisors and firms within the Northwestern Mutual family that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for high-net-worth clients. Having the “PCG” status is a signal to clients that Shunk Financial Group has the proven expertise and experience to tailor complex advisory strategies to meet the sophisticated needs of high-net-worth clients.