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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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Services Provided

Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.

Investment Oversight Service

Reviewing your investments and designing a personalized portfolio appropriate to your needs.

Retirement Planning

What does Retirement mean to you? For many, it means transitioning from living a life of what you “have to do” to a life of what you “get to do.”

Financial Planning Assistance

It can be difficult to make smart money moves that allow you to grow and protect your life.

Business Succession Planning

An important aspect of planning for your business’ future is to have a seamless succession plan in place.

Asset Protection Planning

Many people equate financial success with the accumulation of wealth.

Wills, Trust & Estate Planning

One of the most important protections we can provide to our loved ones after our passing is a clear and complete estate plan.

Professional Fiduciary Services

The determination of who will be the trustee of your trust is a very important decision. The person who becomes your trustee will have to oversee administrative tasks, determine when distributions are made and be cognizant of the tax and trust laws that affect the administration.

Environmental, Social, and Governance-Based Investing

Shah Total Planning is proud to offer an investment approach. When you partner with us on ESG investing, you have an opportunity to invest in companies that align with your personal values, specifically those companies with socially conscious and environmentally responsible programs.

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