At SHG Financial Group, we provide business owners with the financial instruments they need to engage in succession planning, estate planning, protecting against the loss of a key person and other such challenges and initiatives. We begin by embarking on a 360-degree discovery phase that enables our professionals to understand the relevant issues facing a company and determine what we can do to address those issues.
This includes:
• Knowing the founder's wishes
• Uncovering family perceptions
• Recognizing emotional issues
• Identifying the financial structure
• Detecting management capabilities
• Presenting tax implications
• Recommending financial instruments
To find out more, 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.
