SHG Financial Group is dedicated to the maximum preservation of closely held businesses. We offer a service that does not duplicate the costs or efforts of our client’s attorney, accountant or banker. Rather, SHG Financial Group is the necessary catalyst to get the process underway and help to coordinate the efforts of all of our client’s advisors.
Our services encompass:
• Business Succession Planning
• Estate Planning
• Employee Benefits/Pension Planning
• Financial Instruments
With a broad-based understanding of the legal, tax and financial issues facing the business owner plus over two decades of specialized experience in business succession and estate planning, SHG Financial Group is able to design and implement strategies that are better suited to fit yourfinancial needs and objectivies..
Let us put the power of our knowledge and experience to work for you. Schedule a complimentary consultation today.
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.
