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SHG Financial Group - Methodology

SHG Financial Group is making news! Read our articles and learn more about our unique approach.
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"I continue to be very impressed with the results and creative suggestions Steven Goodman and his firm have shown me."
- Steven P. Kaplan, Sax, Macy, Fromm & Co; Clifton, NJ
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SHG Financial Group offers resources on everything from estate planning issues & ideas to executive bonus arrangements.
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Have you ever considered:
What can be done today to significantly reduce the estate tax burden when the founder and spouse are no longer there?
SHG Financial Group
Methodology

In serving our clients, SHG Financial Group views five key issues in a holistic and integrated fashion:

  1. The wishes of our client
  2. Tax and estate planning implications
  3. The continuing status of the business
  4. Emotional and psychological issues
  5. The value of insurance and other financial instruments

This 360-degree approach is why we are known as the Guardians of Family Wealth.

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© 2010 SHG Financial Group
Steven Goodman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, FL, NJ and NY. No insurance business may be conducted outside this/these states referenced. SHG Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Neither SHG Financial Group, its employees nor New York Life Insurance Company provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.