941.747.0500 | info@shinnandco.com

Strategic Family Planning

Shinn-Strategic-Planning

We see your big picture.

For more than 20 years, Shinn & Co has provided exemplary accounting, tax and advisory services to some of the largest multi-generational businesses in Florida, including those in real estate and construction, manufacturing, auto dealerships and agribusiness.

Shinn Strategic Planning is an organic complement to that collection of services. We are tax, audit and business advisors who deliver a highly specialized realm of resources and are dedicated to providing reliable, thoughtful and technically sound wealth planning services. We bring together your business and personal assets to connect you with the best professional service providers in the region to help make strategic decisions for you and your family. Additionally, we work with your existing professional team to execute your family’s strategic plan in order to accomplish your financial goals.

We provide a wide range of services to help achieve your goals including:

  • Tax strategies
  • Wealth transfer
  • Multi-generational business plans
  • Work alongside you and your financial advisor to evaluate investment opportunities
  • Audit services
  • Business and family concerns that should be incorporated into your investment strategies

For additional information contact us today

 

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