Broker Check

Our Services

Shares Financial Group LLC, offers guidance based on over 35 years in the industry as to how best to develop your Financial  Blueprint. As we progress through the planning process, we help guide you independently through the maze of financial products available to reach your goals. 

We start by developing your personal Financial Blueprint. This includes:

Budgeting and Savings

Emergency funds

Risk Management and Insurance

  • Home & Auto;
  • Life;
  • Disability;
  • Long term care;
  • Mortgage/ Remortgage/ Reverse mortgage
  • College funding

Retirement plans and Investment management

  • 401-K
  • 403-B
  • IRA/Stretch IRA

Tax Planning  and Wealth management

Estate planning and conservation strategies

  • Beneficiary planning 
  • Wills
  • Health care proxy
  • Trust planning
  • Long term care planning