At Hickey Butler Shine & Associates, we have a proud heritage of serving the best interests of clients with a measure of commitment and ethics that often exceeds their expectations.
When clients’ life transitions bring about significant financial challenges, we take a “hands-on, hands-held” approach. With decades of experience, we are sensitive, as well as seasoned. By helping clients make thoughtful, unhurried decisions and feel comfortable with the road ahead, we aim to strengthen their financial and emotional wellbeing.
On any given day, we believe there’s tremendous value in what we do – whether we sit with a widow and help organize paperwork, or deliver enlightened perspectives on optimizing wealth to active and retired corporate executives, business owners, entrepreneurs, physicians, attorneys, and hardworking “millionaires next door” who’ve sacrificed and saved.
As a multi-generational group, the ability of team members to build relationships with clients, their spouses, parents and children occurs naturally. Our ages also help ensure the continuity of thought and consistency of service that we believe client families deserve. We invite you to learn more, in the sections that follow.
At Hickey Butler Shine & Associates, we begin with you – where you want to go financially, where you see yourself now, and what you believe stands in your way.
We also want to know about you, as a person. Perhaps your life demands an extra measure of financial advice and attention (following a divorce, the loss of a spouse, the sale of a business, or an inheritance). Or maybe you're financially astute without the time or desire to manage your wealth alone.
To address your concerns and ambitions, we ask questions. We'll listen to what you say (and may not say). Many clients don't know if they'll have "enough" for retirement. Others want to prepare their children for the responsibilities of wealth. Rather than make assumptions, we'll make time for multiple meetings with you – at your kitchen table or our conference table. There are no shortcuts to what we do.
With our decades of experience in all kinds of markets, we'll craft an integrated, risk-managed strategy and encourage you to "stick" with it. Backed by our proactive support staff, we'll keep you updated on progress being made toward key milestones and your long-term objectives. Keep in mind that our approach is not just holistic – it's realistic. We will help you aim for goals that we believe are attainable.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
