Shammas Financial Planning
Building Optimal & Holistic Retirement Plans
About
I specialize in retirement planning for both retirees and pre-retirees using best in class software, solutions and the industries latest research.
As an independent & fee-only planner, I eliminate the incentive of commissions and the limitations from associating with brokerage firms and/or insurance companies.
View free, actually accurate and actionable financial information on Linkedin.
Pete Shammas
I’m a CFP® who has helped thousands of clients with their retirement plans in over a decade.
I started and designed Shammas Financial Planning so that I could build the best retirement plans in the market. Everything from going independent, to being fee-only, prioritizing the CFP® certification, choosing Income Lab’s planning software, etc. is done with this in mind.
I originally chose this career path after watching finances get in the way of relationships and the success of other important parts of life. So, my ultimate goal is to help you achieve financial independence and peace of mind.
Outside of work I enjoy exploring the great outdoors, watching sports and spending time with my friends and family.
Call, email, text or schedule time with me at your convenience: Peter@ShammasFP.com, 910-302-6525.
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Gathering information, clearly prioritize goals and preferences.
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Before committing to paying for anything, we’ll define the scope and price of the work.
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I’ll run the numbers, share a clear picture of where we stand and consider the best pathway forward.
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I provide recommendations in writing for you to review before discussing, adjusting and finalizing the plan.
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We make any adjustments needed to put your plan into action!
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We’ll keep an eye on your plan, make adjustments as needed and as preferences and/or priorities change.
Process
Price
$349/hr
Once I understand your needs and goals, we’ll agree on a final price based on the estimated amount of time needed. Our price then becomes fixed, incentivizing you to maximize the value of my services.
$100
A one time evaluation of your current financial investments and/or plan. I’ll review your plan, cost and performance to provide you with a clear and honest understanding of what you have.
*I also provide a no questions asked Client Satisfaction Guarantee, that is valid within the first year of working together.
Why ShammasFP
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Independent
I have open, unrestricted access to recommend any firms products available to my clients. Most financial professionals are limited to recommending their firms funds & insurance products.
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Fee-Only
I don’t receive commissions, so there’s no incentive to sell specific investments or insurance products. The only remuneration I receive comes from my clients.
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Fiduciary
I am obligated to act in the best interest of my clients per my own moral standards as well as from my CFP® designation.
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Client First
Fiduciary obligations are often legally circumvented by disclosing conflicts of interest somewhere in the legalese. Mine are clearly stated: I invest in some of the investments I recommend to clients and I provide ongoing financial planning/ investment management services.
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Written Plans
I believe everyone should have a financial plan that clearly outlines the role that every dollar plays.
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Integrated Tax Planning
Assets generally go the furthest when optimizing tax efficiency. While I don’t prepare taxes, I do include tax planning.
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Transparent
My legalese are short, clear and simple. Plus the advice and recommendations are delivered in writing.
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National
I’m available to work with anyone in the United States.
How can I help?
Partner with a Certified Financial Planner™ who invests the time to understand you, optimizes a plan to your unique situation and leverages latest research to leave you feeling comfortable and confident in your financial life.
Reach out anytime to learn more and get started:
Supporting clients nationally in all 50 states