The testimonials we receive from our clients highlight the level of attention and integrity we offer every client. Our commitment to providing you with high quality information, workshops, service and excellent client focus is our driving force.
Here's what our clients and attendees have to say:
Mike Shanley educated us on retirement financial planning and explained potential action scenarios. His honest, strait-forward manner and ability to clearly convey financial strategies confirms that he deserves our trust. And, to all those fine traits, we can add that he is an easy-going person with whom to work.
-Eileen and Michael R, Client February 2013, Retired June 2015
I truly enjoyed the education on SS- Having slides and graphs was perfect
-Leslie C, Wilmington DE
Savvy Social Security Workshop Attendee
Very Energetic Speaker! Excellent Handout w/ Basic Information.......
-Peter and Sheila N.
Workshop Attendee & Client, Brandywine Hundred Library Aug 2011, Retired August 2015
Enthusiasm for subject.....very knowledgeable on subject....
-Wilmer H, Wilmington DE
Savvy Social Security Planning Workshop, Brandywine Hundred Library 2011
Take Control of YOUR Retirement Income, TODAY!
Are you worried about the ECONOMY?
Are you worried that your MONEY is in the WRONG PLACE?
Can you survive the next market, credit, or economic CRASH?
Do you have a structured PLAN?
Are you listening to Wall Street again?
Who is listening to YOU?
What is your plan for INFLATION.
Will YOU outlive your MONEY
Top 10 IRA Mistakes in 2023
Do not get caught in the 80% tax trap. Learn the best way to protect your money from unnecessary IRS tax penalties. Talk with IRA specialist to get your hard earned money protected today. Our specialist will meet you in our offices in West Chester PA, Parkville, MD or Wilmington DE.
Call us today to register for these important Seminars, (484) 881-8899
** Not Affiliated With or Endorsed By Social Security Administration and there Is No Fee For this Service or Workshop. This in not a product presentation.
SMALL BUSINESS PLANNING
Helping the "Small Guy" get BIG results and professional planning on a budget
B. Michael Shanley has helped many local business owners navigate the challenge of retirement in a shaky economy. He has been hired to help many merchants pinpoint investment opportunities, local and overseas. With a lifetime of business management experience, retail and wholesale, domestic and abroad, Michael provides in-depth, hands-on knowledge and skills. He was raised in a fast paced small business environment that he successfully grew to a $15 million nationally recognized quality supplier. In January 2019, Brandywine Advisors acquired Accurate Business Services, Parkville MD to offer bookkeeping, Tax Preparation, Valuation, and other professional services to small and mid-sized business owners. Our team is ready to serve you so you can focus on YOUR BUSINESS!
IRA PLANNING
SOCIAL SECURITY PLANNING
Getting Social Security Right the First Time
Brandywine Valley Baby Boomers have a unique opportunity to attend a very informative and important workshop series.
Retire Smart! Radio and Workshops Series, hosted by B. Michael Shanley is the areas most progressive "real life" program for those who are facing decisions about retirement. Taking a hard look at the facts, figures, scenarios, and outcomes for your lifetime income program. The areas leader in educating the baby boomer generation on retirement, estate, and income planning puts together all the very important questions you must ask yourself to maximize lifetime income.
Professional retirement planning
IRA SPECIALIST
Contact us today to receive your free book, Top 10 IRA Mistakes. For a free review of your IRA, 401(k), 403(b), or federal employee account, find out why the Brandywine Valley is turning to the true IRA specialist to help them with guaranteed retirement lifetime income. We specialize in IRA conversions and DuPont pension coordination.
The Retire Smart team will review your current programs, no matter how close you are to retirement or how much your retirement account has accumulated over the years. Get the advise from the your local experts. You have worked very hard for this, do not use strategies from the 1980's determine your worry free retirement.
PENSION EXPERTS -
A free review of your pension options from DuPont, Christiana Health Care System, AstraZeneca, MBNA, and other large employers in Delaware.
RETIREMENT PLANNING
RetireSmart! Radio Blog - Click Here
B Michael Shanley Blog - Click Here
SMall Business
PLANNING
Chester County Area
November 2023 CHESTER CO LIBRARY
December 2023 CHESTER CO LIBRARY
White Marsh, Maryland
PERRY HALL LIBRARY - TBD 2023
Savvy Social Security Planning
2023
Please register below to receive information.
Wilmington, Delaware
IRA and Social Security Planning for 2023
White Marsh MD February 2024
White Marsh Library
Retirement Planning Workshop
*start times and dates may change, call to confirm your reservation.
Social Security Planning Workshops **
In 1.5 hours you will learn important information as a part of your retirement plan;
· Reduce Taxes on Social Security.
· When to Apply to Maximize Social Security.
· How do I maximize my retirement benefits?
· Innovative strategies for coordinating benefits with your spouse.
· How to coordinate benefits with other sources of income.
· Special rules on benefits for divorced spouses and survivors.
Call (484) 881-8899 for your reservation today!