SHJ Wealth Advisors believes that customized planning and goal-based investing is at the core of wealth management. See below for more information regarding financial planning and investment management, as well as employer-sponsored retirement plans.
Financial Planning & Investment Management
We prepare various projections based on your goals and circumstances. Recommendations are designed to fit your unique situation, and we strongly believe in providing realistic and achievable financial advice for you to follow. We help you determine the best path toward reaching your goals. Our services include portfolio design and full implementation, retirement planning, college planning, estate planning, tax and retirement distribution planning and much more.
Financial Planning &
Investment Management
We prepare various projections based on your goals and circumstances. Recommendations are designed to fit your unique situation, and we strongly believe in providing realistic and achievable financial advice for you to follow. We help you determine the best path toward reaching your goals. Our services include retirement planning, college planning, estate planning, tax and retirement distribution planning and much more.
Employer-Sponsored Retirement Plans
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 today 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 Wealth Advisors will provide ongoing consulting and objective advice.
Fee-Only Financial Management Services
We stand by our investment expertise and our ability to facilitate your wealth management goals. We never charge commissions nor costs for financial products and we believe that our financial services far outweigh the fees we do carry. We invite you to learn more about our fee schedule, our transparent structure, and how fees play a part in the greater success of your portfolio.
ESG Investing Options (Environmental, Social and Governance)
We’re proud to offer a wide variety of investment management services, specific to not only your financial goals, but personal values. As such, we provide a number of ESG investment options available for your portfolio, including ESG 401(k) plans. We invite you to learn more about our ESG investing options and contact our specialists today.
Schedule a Discovery Call
It has been our responsibility and privilege since 1990 to plan, invest and help our clients succeed.
