At Shotwell Rutter Baer, we are passionate about helping individuals and families create a strong financial foundation that aligns with their values and aspirations. We believe financial planning is about more than just numbers - it's about connecting your money to what you value in life and making it work for you.
Our Philosophy and Approach
Our financial planning process, The Strategic Reliable Blueprint (SRB), is designed to simplify the complexities of your financial life and empower you to make confident decisions about your money. We work with you through a collaborative process to:
- Identify your financial goals and aspirations
- Assess your current financial situation
- Develop a customized plan to achieve your goals
- Implement and monitor your plan over time
Our Services
We offer a wide range of services to meet your unique needs, including:
Retirement Planning
- Optimizing your retirement accounts and investments
- Developing a sustainable withdrawal strategy
- Succession planning for your retirement assets
Investment Planning
- Developing a personalized investment portfolio
- Reviewing and optimizing your current investments
- Implementing strategies to mitigate market risk
Financial Planning
- Creating a comprehensive financial plan that covers all aspects of your financial life
- Developing a budget and debt repayment plan
- Planning for major expenses such as a mortgage or children's education
Community & Expertise
- We believe in the power of collaboration and frequently engage with the community through:
- Hosting workshops and seminars
- Partnering with local organizations
- Providing financial education resources
Our Team
Our team of experienced and compassionate financial planners are dedicated to helping you achieve your financial goals. We are:
- David W. Shotwell: Founder and CEO, with a focus on building strong client relationships and developing innovative financial solutions.
- Nicholas F. Nauta: Committed to helping clients achieve a rich life beyond just financial wealth.
- Amy Gauden: Dedicated to personalized client service and addressing individual needs.
- Jeff Rutter: Experienced in navigating complex financial situations and developing customized plans.
- Kirt Runyan: Adds valuable insights and expertise to our team.
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