Our full suite of services are tailored to help meet your needs. From Employee Benefits to Investment Management, our advisors will excite you for your future.
To learn about our services in detail, check out What We Do at Shoemaker Financial.
Investment Management
We rely on personal emphasis and customization to help you achieve results.
Risk Management
You worked hard to get here. We’ll help you protect the life you built for you and your family.
Retirement Funding
Experts estimate that you’ll need 70% of your current income in retirement. We’ll help you prepare for the future and motivate you for the next chapter.
Business Succession
You love your business and value your partners. With Shoemaker Financial, we will help protect the financial objectives and future of your firm.
College Funding
Higher education can open the doors to a successful career. We’ll help you prepare for one of life’s most important investments so you can provide your children with the education they deserve.
Individual Life Insurance
Security breeds confidence, and with the right life insurance policy for you, you can live life to the fullest. Shoemaker Financial can help you build that foundation.
Financial Planning
Our strategies are tailored to your long-term financial horizon. Our strategies are designed to help increase your spendable income, protect assets, minimize the impact of taxes and much more.
Estate Planning
Your estate and trust planning deserve careful attention. We help will defend your values and uphold your legacy for you and your loved ones.
Employee Benefits
Your employees are the lifeblood of your firm. Let us build an innovative and comprehensive benefit program that aims to build employee retention and strengthen loyalty.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
