Femi Shote (AIF®, CFP®, ChFC®, CLU)

Femi Shote focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Planning Specialties

HOW: Unlike a generalist, Mr. Femi Shote, Accredited Investment Fiduciary (Retirewisecfp.com), is skilled and focuses on creating and managing sustainable retirement income and growth portfolios. Using individual securities: Preferred, Growth, Value, and Dividend-paying Stocks, Bonds, and EFTs, not Mutual Funds or Annuities. Femi helps his clients successfully capture risks that generate significant returns.

Mr. Shote believes integrity and performance are the cornerstone to long-term valuable relationship with clients. Integrity without performance is not sufficient and performance without integrity is not sustainable. We utilize a combination of discipline active and passive investment management and financial strategies to provide clients engaged in a transitional event, i.e. retirement, sale of business, legal settlements, with the growth and income they require.

WHO: Our ideal clients are seeking (1) sustainable income and growth portfolio of their assets and (2) are ready for the NEXT phase of success.

Additional Information

Our Value Proposition

Our goal here is to provide you with clarity as to our purpose and process so you may with confidence choose our firm as the right advisor for you.

Our Code:

We believe your financial plan and portfolio should be simple, and that you should understand it. Transparent, so you can easily follow it. Flexible, so we can respond to the ever-changing economy and markets. Perform, so you can realize your goals and dreams.

We know from decades of experience and superior results that we achieve more for our clients with a simple, transparent, flexible plan and selected high-performing instruments such as equity and debt of solid companies that we can truly understand. Opaque, complex, and esoteric instruments introduce unnecessary risk and a lack of visibility that would not permit us to act as fiduciary and put your best interest first.

Professional Registrations:

•Accredited Investment Fiduciary (AIF) •Certified Financial Planner (CFP®)

•Chartered Financial Consultant (ChFC) •Chartered Life Underwriter (CLU)

Education:

•Masters of Science in Finance (MSF) -Bentley University, Massachusetts. 1991
•Bachelor of Science- Accounting, Finance, and Economics magna cum laude -Roger Williams University, Rhode Island. 1987