Our Goal Is to Provide You With
Financial Freedom
Using Ethically Sound Retirement Strategies
SHM
Financial Group
As we approach retirement, many individuals desire safety, security, principal protection and income features from their retirement assets and assets that allow us to sleep well at night and not worry about deterioration. We like to call safe money (GREEN money). Explore with us what% of your assets you desire to have in GREEN safety assets. Deposits include but are not limited to cash, money funds, CDs, fixed annuities, fixed index annuities and US Treasury securities. These GREEN money assets are sometimes utilized when strategizing during the INCOME phase of retirement.
Molotsky Tax Advisory Group, LLC
Our fee based registered investment advisory firm platform enables us to help guide you in a fidiciuary capacity. Client goals may include income, growth, value, balance, legacy planning, gifting, and many other objectives. Our objectives are to assure your overall portfolio is properly balanced between (RED) RISK money under management and SAFETY (GREEN) money. Each individual’s assets and risk tolerance are, of course, different. Proper balance and risk mitigation are keys to a successful retirement. As your financial advisor, we personally help you navigate through the various asset classes available and a portfolio that matches your overall tolerance for risk.
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Financial & Tax Services
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Collingswood, NJ and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Business & Succession Planning
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.
Legacy Planning
Legacy Planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to Collingswood, NJ and the surrounding communities. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our clients’ wealth into a coordinated strategy.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.
Generational Vault
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
