Schedule An Appointment
We Are Not The Right Financial Planning Firm For Everyone,
Which Could Make Us Right For You...
Thinking About Scheduling An Appointment?
Clicking the link about will allow you to complete a form with your pertinent information.
Once our office is in receipt, we will contact you to address any outstanding questions you may have about scheduling an appointment with our firm.
We can address any questions that you have about making an appointment with our firm prior to scheduling and are happy to do so. We are not a "sales-y" firm. So if you contact us, we will answer your questions. That is it. We will not call you incessantly. We will not hound you to make an appointment.
We want to help people plan for their financial futures and in order to do that effectively, working together has to be mutual.
Ready to Schedule Your Appointment?
1. Call our Anchorage, Alaska office at 907-278-1351.
Time Zone: Alaska Standard Time
Hours: 9:00 a.m. to 4:00 p.m. AST
Not In Alaska? That's ok, we work with clients across the globe!
I would rather email? No problem, we can schedule appointments online as well. Just drop us a line at email@example.com
2. When to Schedule?
Our calendars generally run four-weeks out so if you're thinking of making an appointment - it is probably a good time to call us to get on the schedule without further delay.
3. What do I need to schedule?
When you call our office at 907-278-1351 our Associates will begin to gather some of your basic information like, Name, Address, Phone Number, email address, etc., Much like a doctors office would.
To confirm a date and time we will collect your credit card information over the telephone. Even if you are scheduling your appointment via email please do NOT send your credit card information over the internet.
The fee for your appointment will not be assessed until AFTER your consultation. We want to make sure that we've provided you with beneficial service and in order to do that - we have to visit with you first.
4. How do I get my information to you?
To make the most of your consultation, you will want to provide our office with information at least 72 hours in advance to ensure our associates have enough time to review your information.
In order to transmit documents to our office, we will establish a "Virtual File" using the encrypted site, www.box.com There you can upload documents securely.
Our office does not require that you upload documents prior to your appointment but we do recommend doing so to make the most of your time with our Advisors.
Our office will provide you with a list of documents that most clients feel beneficial to provide. We will also provide you with a little "home-work" to complete prior to your appointment using what we call our "Personal Financial Fact Finder" which is yours to keep after the consultation.
If you would like to review the list prior to calling our office, you can do so online here.
Thinking of Hiring Shilanski & Associates Incorporated?
If you're thinking about hiring Shilanski & Associates Inc., the first step is to schedule a personal consultation. The initial consultation is an excellent time to make your introduction and meet one of our firm’s advisors.
A lot of individuals like to use the initial consultation as a “Check-Up” in which they can have someone review their information from a broad perspective. They also use this opportunity to ask questions and gather advice.
Initial consultations generally last around 60 minutes in length and can be conducted via telephone conference or in person. There is a fee for a personal consultation, but aside from that, there is no further obligation.
If you decide after your initial consultation that you would like just a little more help, than we recommend learning about continuing your relationship with our firm here.
We are a family. We work together and we play together. Floyd Shilanski, Rosa Shilanski, Jamie C. Shilanski and Micah Shilanski comprise the core of the Shilanski family and each play a vital role in our firms operations. But it does not stop there.
The six grandchildren of the Shilanski Family can be seen from time to time working our client events, learning to greet clients, clean the office and attending conferences. Why? Because as a family we value handwork. To us, this means starting at the bottom and learning about the type of hard work it takes to keep a company successful for generations and this must begin by starting at the bottom.
This type of self sacrifice, humility and dedication is what it took to make this country exceptional and we plan to ensure that legacy - the legacy of hard working, middle class America, does not end with us.
As an Independent firm, we are not owned by a larger organization or company. This means that we are not obligated to sell any proprietary products or achieve certain levels of production.
We are paid by our clients to work for our clients.
As an independent firm, we get to “shop around” for our clients and bring to the table a variety of financial products that may be suitable for them.
Remaining independent in a world of large corporations is difficult but we are committed to doing so.
Why? We feel that by being independent it provides us the opportunity to always be flexible and work in what we believe to be the best interest of our clients.
Beginning with the Roaring 2000’s it seemed that the words “Financial Advisor” started popping up everywhere. The term was used to describe bankers, insurance sales man, book keepers, brokers… the list goes on and on and still does today.
This is why explaining how we provide “Comprehensive” financial planning is crucial to better understanding what we do.
“Comprehensive” Basically, if it involves money - we take it into account as part of your greater financial plan.
We look at your entire financial scenario and incorporate:
Insurance planning and risk management,
Employee benefits planning,
Income tax planning,
Building comprehensive financial plans is critical to how we operate our practice. We can't piece mail a financial plan together and won't. We have to know and understand the larger picture in order to make suitable recommendations.
We simply have to know about all aspects in order to construct a suitable plan or it will not be beneficial for you as a client or us as an Advisor.
It is crucial to create a financial plan that seeks to protect your needs now and that plans for the future.