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.