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Certified Financial Planner
M. Shannon Lunsford, CFP® Portrait of Shannon Lunsford

Shannon is the founder and president of Lunsford Financial Planning, Inc., a fee-only financial planning and registered investment advisory firm. The firm specializes in providing targeted financial planning services and investment advice to people from all walks of life. There are no income or net worth minimum requirements in order to become a client, nor are any long-term contracts required. Services are offered on either a flat-rate per-project basis or on an hourly, as-needed basis.

"Our mission is to help our clients build a brighter financial future," says Shannon. "We help our clients define their financial goals and develop strategies for reaching those goals. Whether the goal is an early retirement, having enough money to pay for the kids' college educations, or saving to purchase a first home, we provide clients with an independent, unbiased alternative to commission-compensated planners and product salespersons."

As a fee-only firm, Lunsford Financial Planning is compensated solely by its clients, with no third party influences affecting the guidance provided. This structure provides maximum objectivity with regard to client recommendations. It also gives clients the most flexibility in implementing their plan, whether they choose traditional or online means, or a self-directed or full-service plan.

In 2003, Shannon joined The Garrett Planning Network, Inc., a nationwide network of professional fee-only financial advisors dedicated to providing competent, objective financial advice to people from all walks of life on an hourly, as-needed basis. Like his Garrett Member colleagues, Shannon believes that everyone needs and can benefit from independent, professional advice from time to time. He does not, however, believe that everyone needs or wants a full-time financial planner.

Shannon is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA is the largest professional association of Fee-Only comprehensive financial planners in the United States.

Shannon holds a Bachelor's of Science degree in Electrical Engineering and Computer Science from the University of Colorado, and has spent most of his previous career creating and implementing software for disk drive and internet based businesses. In 2000, he was awarded a patent titled "Method of Delivering Advertising Through An Interactive Video Distribution System" for previous work he did at GTE. He was also president and owner of a software-consulting firm for 8 years, where he learned a lot about building and running a successful small business. To this strong base of experience and education, Shannon has applied his passion for personal financial planning. The result is the formation of Lunsford Financial Planning, which is somewhat unique in the financial planning world – only 1% of the nation's financial advisory firms are set up as hourly, fee-only firms.

Shannon invites you to schedule a complimentary, no-obligation Get Acquainted meeting. At this meeting you will get to know Shannon and how he can help you meet your financial goals.

At Lunsford Financial Planning, it doesn't take a fortune to start building one. Call and get started today!