Andy Shull

Andy Shull Email and Phone Number

Financial Planner @ Independent Planning Group
Andy Shull's Location
Oxford, Mississippi, United States, United States
Andy Shull's Contact Details
About Andy Shull

Proverbs 15:22 says, "Refuse good advice and watch your plans fail; take good counsel and watch them succeed." As Director of Financial Planning with Capital Financial Group, my role is to provide the often-missing element of wise counsel. My background as an attorney helping insurance companies manage their financial risk gives me a unique perspective. Insurance companies have no interest in strategies which "might" work. They think catastrophically and plan for certainty. I believe this same approach is as true for an insurance company as it is for an individual planning for retirement, a small business owner struggling to make payroll, and so on.I lead my clients through a process wherein we take inventory of their current financial position, goals and objectives-- and the risks which threaten the same. I then help my clients design and implement realistic financial plans which are resilient to risk. Ultimately, my goal is to build relationships and to become the trusted advisor for my clients. Please contact me if my services could be of potential benefit to you or someone you know. Disclosures: https://capitalplanninggroup.com/licenses/

Andy Shull's Current Company Details
Independent Planning Group

Independent Planning Group

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Financial Planner
Andy Shull Work Experience Details
  • Independent Planning Group
    Financial Planner
    Independent Planning Group Jan 2022 - Present
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  • Capital Planning Group, Llc
    Director Of Financial Planning
    Capital Planning Group, Llc Oct 2012 - Present
    Oxford, Mississippi
  • Freeland Shull, Pllc
    Managing Shareholder/Attorney
    Freeland Shull, Pllc Oct 2007 - Oct 2012
  • Markow Walker, Pa
    Shareholder/Attorney
    Markow Walker, Pa May 1999 - Oct 2007

Andy Shull Skills

Securities Strategic Financial Planning Retirement Planning Finance Management Financial Planning Retirement Small Business Strategic Planning Disability Insurance Estate Planning Life Insurance Investments Employee Benefits Long Term Care Insurance Series 6 Series 63 Series 65 Series 7

Andy Shull Education Details

Frequently Asked Questions about Andy Shull

What company does Andy Shull work for?

Andy Shull works for Independent Planning Group

What is Andy Shull's role at the current company?

Andy Shull's current role is Financial Planner.

What is Andy Shull's email address?

Andy Shull's email address is an****@****ull.com

What is Andy Shull's direct phone number?

Andy Shull's direct phone number is +166280*****

What schools did Andy Shull attend?

Andy Shull attended University Of Mississippi School Of Law, University Of Missssippi, Hampden-Sydney College.

What are some of Andy Shull's interests?

Andy Shull has interest in Football, Soccer, English, Baseball, Basketball, Literature, Sports, Books.

What skills is Andy Shull known for?

Andy Shull has skills like Securities, Strategic Financial Planning, Retirement Planning, Finance, Management, Financial Planning, Retirement, Small Business, Strategic Planning, Disability Insurance, Estate Planning, Life Insurance.

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