Overland & Shanahan Wealth Advisors, Inc.

Sep 24th, 2021

Jul 6th, 2017

Michael Shanahan and his firm have been instrumental in helping my wife and I plan for retirement, make smart tax planning decisions and most importantly plan for our children's education. His approach is straight forward and honest and my wife and I truly get the sense that Michael cares about our family. One of my favorite aspects of being an Overland and Shanahan client is the regular communication regarding our financial goals. We receive an annual update every year, not to mention several phone calls and emails throughout the year helping us to stay on track with the plan that Michael's firm helped us to construct. I would not hesitate to refer Overaland and Shanahan to anyone, and, in fact, have referred them on several occasions, never to disappoint. Keep up the good work!
Aug 27th, 2013