Shank Wealth Management is a boutique firm that takes time to get to know you want out of life and what you feel about your wealth.  They will help guide you along your financial journey.  By talking with you about your life and your financial goals, they can assess any changes that need to occur in your financial strategy.  Schedule time with them even if you are currently only investing in a work account, they are happy to give input on that investment and plan for the future when you need or want to move it.  281-359-3133