Our team spends time getting to know you, your values, and your goals upfront. We believe active investment management adds value to a client’s overall success.
Our Investment Management includes:
Risk Tolerance Assessment
Ongoing Market & Economic Analysis
Portfolio Monitoring & Adjustments
Portfolio Tax Management
We strongly believe in providing realistic and achievable financial advice. Our recommendations are tailored to your unique circumstances, which can include:
Retirement Distribution Income Planning
Estate Planning Guidance
Employee Benefits Analysis
Stock Option Analysis
Employer-Sponsored Retirement Plans
Many of our clients are also business owners. Employer-Sponsored Retirement Plans, such as 401(k) plans and profit-sharing plans, may provide small businesses with tax advantages and can help to recruit and retain good employees.
Businesses can cost-effectively offer a plan through SHJ Wealth Advisors. Our SHJ401k platform allows business owners to create a 401(k) plan online and SHJ will provide ongoing consulting and objective advice.