SHG Financial Group - Testimonials

SHG Financial Group is making news! Read our articles and learn more about our unique approach.
"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
SHG Financial Group offers resources on everything from estate planning issues & ideas to executive bonus arrangements.
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
Testimonials

“I continue to be very impressed with the results and creative suggestions Steven Goodman and his firm have shown me every time he has reviewed my clients insurance portfolios.”

–Steven P. Kaplan, Sax, Macy, Fromm & Co; Clifton, NJ


“I have worked with Steve on several occasions and have been impressed with his innovative approach and his diligence in serving his clients.”

–Fred Berk, Partner, Friedman LLP; NY, NY


“I have worked with SHG Financial Group on many of my clients. Steve has always brought me cutting edge ideas and concepts that have been integrated into our client’s estate tax planning strategies.”

–Roy Kozupsky, Senior Partner, Smith Gambrell & Russell, LLP; NY, NY


“Steve brought to us ideas we had never considered or even knew were possible. In the end what we put together netted us much more insurance at a much lower annual cost.”

–David Frankel, President, The Arlee Group; NY, NY


“SHG Financial Group’s thoroughness in developing options and their depth of understanding and knowledge when dealing with the problems faced by the closely-held business owner is outstanding.”

–Bruce Wexler, Partner, Loeb and Loeb Counselors at Law; NY, NY


“I have worked with Steven Goodman on a number of client situations and found him to be a first-rate professional in the services he provides to clients.”

–Richard Finkelstein, Partner, Berkowitz, Lichstein, Kuritsky, Giasullo & Gross, LLC; West Orange, NJ


“Few life insurance professionals add much more to the planning process than to provide information regarding the availability and cost of insurance. However, Steve has always been an integral part of the planning process itself. Steve is always there with fresh and cutting edge ideas that go right to the heart of his client’s needs.”

–Judson Stein, Partner, Stein, McGuire, Pantages & Gigl, LLP; Livingston, NJ

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The above testimonialsare provided as a sample of individual client opinions and may not be representative of all client experiences. Future individual experiences may vary.
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.