TRANSFORMING CHALLENGES
INTO OPPORTUNITIES

Shawnee Investments & Planning was founded with the vision of creating  a client-focused investment firm fully committed to dividends. We believe that an unwavering commitment to dividend growth will allow our clients to realize the compounding value of increasing income while preserving principal. Coupling this investment philosophy with our focus on financial planning allows clients to build a clear road map to achieving their financial goals and, ultimately, financial freedom.

SHAWNEE INVESTMENTS
& PLANNING VALUES

DETERMINED

Resolute dedication to our investment approach

DILIGENT

Attentive to our clients’ needs and persistent in achieving their goals

OPTIMISTIC

Conviction in the long-term benefits of equity ownership

PRINCIPLED

Integrity is imperative

CONTACT:
P: 513.910.0065
E: info@shawneeinvstments.com
F: 513.574.7963

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Shawnee Investments & Planning

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