Shm Associates
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SHM Associates, located in Voorhees, NJ, is a financial advisory firm dedicated to providing clients with ethically sound retirement strategies aimed at achieving financial freedom. Their services include retirement strategy, risk management, legacy planning, and tax strategies, tailored to meet the unique goals and risk tolerance of each client.
With a focus on balancing risk and safety in asset management, SHM Associates emphasizes the importance of "GREEN money," which encompasses secure investment options like cash, CDs, and US Treasury securities. The firm also offers innovative tools such as a Generational Vault for secure document storage and a commitment to personalized financial guidance throughout the retirement planning process.
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