The SHM Financial Group

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100 Richey Ave
Oaklyn, NJ 08107
+1 (856) 854-2224
http://www.shmfinancial.com

SHM Financial Group, based in Oaklyn, NJ, aims to offer individuals ethically sound retirement strategies for financial freedom. With a focus on safety, security, principal protection, and income features for retirement assets, they specialize in what they term as "GREEN money" - assets like cash, CDs, and fixed annuities that provide peace of mind during retirement. Utilizing a fee-based registered investment advisory firm platform, they guide clients in managing their portfolios with a balance between risk and safety assets.

As a financial advisor, SHM Financial Group customizes retirement plans tailored to individual needs, including income, growth, legacy planning, and risk mitigation. Their comprehensive approach involves analyzing each client's unique asset mix to create a coordinated strategy that aligns with their goals. From tax strategies to legacy planning and asset allocation, they provide a range of services aimed at ensuring a successful and secure retirement.

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United States›New Jersey›Oaklyn›The SHM Financial Group

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