Complimentary Consultation

We specialize in you, your choices and your finances. Let’s work together to achieve your financial goals.

Thank you for your interest in SH&J! We are thrilled to meet you and discuss your needs in detail. When you come in, you can expect to meet with one of our 8 CERTIFIED FINANCIAL PLANNER professionals. They will spend time with you going over our process, hearing about your needs and goals, and answering any questions you have.


Before you come, we encourage you to download our information packet which contains more details about the firm, important forms and our fee schedule.

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