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Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

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How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

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Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

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FINANCIAL PLANNING ASSISTANCE

It can be difficult to make smart money moves that allow you to grow and protect your wealth. You and your family deserve to take advantage of tools that can help you to build a nest egg and keep it safe. The Shah Total Planning Team can help.

Our Financial Team can offer advice to people at all different stages of building wealth. From new employees who have their first job to people with millions in the bank, clients trust us because we offer the type of comprehensive advice that aides you in achieving long and short-term goals. We help you look at the big picture and make the right money moves, so give us a call today to get personalized solutions.

What Kinds of Financial Planning Assistance Do You Need?

Do you need an advisor? Whether you are wealthy or poor, or a sophisticated or novice investor, almost everyone can benefit from outside input provided by an impartial professional when it comes to financial planning. Too many people have blindspots when it comes to setting money goals. Others are not sure what kinds of accounts can provide the best benefits, and don’t know where to start when it comes to protecting assets.

If you find yourself uncertain about any aspect of your financial future, The Shah Team can provide the assistance you need. Our legal team understands legal strategies that allow you to protect assets using trusts, a power of attorney, and strategic investment choices that put your assets outside of the reach of creditors in a bankruptcy proceeding. Our Financial team knows how to help you set goals and automate your investing to make the process of saving for the future easier and we understand how to help you make your money dreams a reality. And our Tax Planning team ensures you are legally using every tool & strategy available

Getting financial planning assistance from an integrated Attorney/Financial Advisor/Tax Strategist can be one of the smartest choices you’ll make. Unlike many ‘brokers’ and ‘financial planners’, a lawyer won’t have the incentive to try to push you into inappropriate investments to get a commission. Attorneys have a fiduciary duty to act in their clients best interests at all times. There is no higher duty owed under the law. When it comes to managing your money and saving for the future, you deserve to get your advice from an advocate who is unequivocally on your side.

You do not have to make a fortune to be strategic about how you save or invest, or to set money goals and find ways to protect your assets. You just need to be committed and to have the right plan. The Shah Team wants to help set you up for financial success.

The Shah Team cares about helping you to put your money to work to achieve your goals, and we work hard to make sure that your progress in building wealth is not lost because of unforeseen risks. We can advise you on saving and investing; protecting your assets from loss; and making the wisest possible use of your money throughout your life. Call us today to find out more about how we can help you.

Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

Read More

See more
How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

Read More

See more
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

Read More

See more