Shevland & Associates, Inc. has been serving the Insurance and Financial Services needs of our clients for over 30 years. Over this time, we have developed many wonderful relationships with successful business owners, charities, universities, and families from all across the country. When you become our client, we align our objectives with yours so that we can work together to accomplish all of your financial goals.

We like to look at Financial Planning as a pyramid. When constructing a pyramid it is important to have a strong base from which you can build. The base of a sound financial plan is protection. We must protect the assets you have spent your life accumulating as well the needs of your family and your loved ones. We do this by providing the appropriate insurance coverage for your life, health, disability, long term care, as well as your business, home, auto, and general liability. We can advise you on how much you should have, what options best satisfy your needs, and how to integrate this level of protection with your entire financial plan.

Once we are confident that the base of your financial plan is complete, we can begin to focus on the implementation of a successful investment strategy. We take a comprehensive approach to successful investing by creating a personalized asset allocation strategy and a diversified portfolio of investments including stocks, bonds, mutual funds, exchange traded funds, real estate, and hedging strategies when appropriate. Our goal is to tailor your investment strategy to achieve your goals while staying in line with your tolerance for risk and your investment time horizon. Once your investment portfolio has been created, we will monitor your portfolio on an ongoing basis, advise you on changes that need to be made, and report the performance of your portfolio to you on a quarterly basis. We have access to the best Money Managers, Mutual Funds, Stocks, Bonds, Hedge Funds, and Real Estate Investments in the world and our clients are able to take advantage of all of these relationships.

Please tour our website and learn a little more about the comprehensive services that we provide for our clients. We look forward to the opportunity to serve you!

Sincerely,

William T. Shevland, CLU

President