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Our Services

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.

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Contact info

  •   8988 Ruffian Lane, Newburgh, IN 47629
  •   812.490.9100 | 888.490.9101
  •   812.490.9102
  •   NEWBURGH@SHOEMAKERFINANCIAL.COM

Contact us

Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3121112 DOFU 06/2020

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