From preliminary planning to long-term investment strategy, SH&J has worked with clients in various life stages.
Over the years we have helped families plan for retirement and future college educations.
DEATH OF A SPOUSE
Discover our real-life stories of how we have helped guide our clients through financial processes while grieving.
Discover how SH&J has helped our retired clients wade through the details to develop and understand finances.
SELLING A BUSINESS
SH&J has assisted our clients who were faced with making an important decision about the disposition of their business upon retirement.
LONG-TERM CARE & SOCIAL SECURITY
SH&J is here to answer questions regarding long-term care insurance policies and social security benefits.