Welcome! We do more than help you manage your finances. We help you get the outcome you deserve because you’ve earned it. Let’s take a journey together!
Since 2005, we’ve been helping hundreds of clients:
Plan for retirement
Send kids to college
Live debt free
Work with estate attorneys
Plan for children
Invest
in the right funds
Work with accountants
Pay off loans and other debts
Make career adjustments
Consider options for work
Retire early
Complete their bucket list
Let’s skip the stuffy-suit talk for now, and get right down to the business that matters most — you.
What’s changing in your life today?
Do you have an immediate, life changing event coming up or that recently happened? New baby? Experienced a sudden loss? Do you need life insurance?
You have never used a financial planner. You want to plan for your retirement. You are thinking about using a new financial planner. Bottom line: You are looking for some help with money management.
You won the lottery! You sold a business. You are thinking of investing in a business. You received an inheritance. You have complex wealth management needs.
Steps to get started!
Give our office a call at 215-545-4206 - one of us is almost always available for a quick 15 minute call to see if it makes sense to get together. You don't need to have anything prepared in advance of this call - just a general sense of your current situation and how you think we might be able to help! Learn more
WORK WITH A CERTIFIED PROFESSIONAL
Shanley Campbell focuses on financial and estate planning strategies for individuals, executives and business owners paying particular attention to retirement planning and the generation of lifetime income for her clients. She is a Chartered Financial Consultant (ChFC). To hold this certification she meets experience requirements and passed 8 extensive exams covering finance, investing, taxes, insurance, estate planning and ethics.
Nicolette Seilus is a partner at Rassler Financial. She works along side Shanley helping clients create and monitor their financial plans. Nicolette oversees the day to day operations of the office. She came to Rassler Financial after working for The Vanguard Group (where her role was to help clients with account-related questions and executing trade requests and distributions). She has her Series 7, 66, 63 licenses, as well as her PA Insurance licenses.
Shanley and Nicolette are CFP® practitioners. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
To know if you are dealing with a fiduciary, you need to look for a CFP® certification. All financial advisors must have licenses, but that does not require all license holders to maintain fiduciary ethics. If you find a financial professional with CFP® certification, you'll know you've found the best