Shilanski and Associates

Based in Anchorage, Shilanski and Associates is a financial advisory firm that helps clients make informed financial decisions. It works with people at different stages, from building wealth and preparing for retirement to managing finances during retirement. Financial planning begins with evaluating a client's current situation and creating a plan to pursue their goals. The firm also provides investment management through portfolio strategies and ongoing service. Retirement planning uses a five-step process to put a financial plan into concrete terms. Tax planning includes review of recent tax returns by the firm's tax team of CPAs to identify potential opportunities. The firm describes its role as coaching clients, helping them stay accountable to their plans and guiding them through financial priorities as circumstances change.