Plan.
Invest.
Succeed.

Professional Financial Services

At Sharkey, Howes & Javer we appreciate all of our clients who have entrusted us with their financial lives. Our clients are retired, retiring, building their wealth, or going through transitions like having children, a job change, divorce or death in the family. It has been our responsibility and privilege since 1990 to help our clients plan, invest, succeed.

COMPLIMENTARY CONSULTATION
  • Financial Planning And
    Investment Management
    It is our commitment to build long-term relationships with clients to help them achieve success by implementing expert financial planning and investment management.
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  • Straight-Forward Fees,
    No Product Sales
    Our transparent fee structure, with no commissions and no product sales, helps us serve you objectively to meet your needs. As fee-only fiduciaries, we serve you with competence and integrity with your best interests at heart.
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Hear what our founders have to say about what sets us apart

Hear what our founders
have to say about what sets us apart

WHAT’S YOUR STORY?

Click here for real life examples of our work with clients

Inside the Economy with SH&J

We invite you to listen in to the economic reports within our bi-weekly
Investment Committee meetings.

SH&J BLOG

Thoughts to help you Plan, Invest and Succeed.

What Data is Telling Us About Investors and Investing

| Investment Portfolio, Investors, SH&J Blog, Tips | No Comments
We all make assumptions about investors, but what does the data actually say? Today we take a look at recent studies and publications to get more insight into the mind...

Medicare Refresh

| Medical Advocacy, Medicare, SH&J Blog | No Comments
During working years, most individuals have little choice in their health insurance coverage. Employees and their family members typically enroll in the health insurance plan offered by their employer and...

The Pros and Cons of Owning Stock Where You Work

| Investment Portfolio, SH&J Blog, Stock, Tips | No Comments
Many companies offer stock options and stock bonuses to their employees, but is owning stock where you work a good idea? The short answer: it depends. Below are our thoughts...
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