Call Us: 1-800-MONEY-SHM
(1-800-666-3974)

Risk Assessment Rollover My 401(k)
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SHM Financial Group

Helping to Grow and Protect Family Wealth

with a goal of leaving a substantial financial legacy

Our Goal is to Provide You With Financial Freedom

using ethically sound retirement strategies

Helping People Develop Strategies

to minimize tax costs

  • Asset Allocation
  • Retirement Planning
  • Asset Maximization
  • Tax Strategies
  • Social Security
  • Income Planning

Brief Intro Video …


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

(A Registered Investment Advisor) 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 to navigate through the various asset classes available and suggest to you a portfolio that matches your overall tolerance for risk. To see if you are properly balanced – spend 4 minutes BELOW and click the GREEN “Risk Assessment” tab.
 

See if you’re properly balanced. It takes only 4 min Risk Assessment

 
Click here to set up your complimentary consultation with SHM Financial

Fill out our form below to receive your copy!

All proceeds go to Special Needs Programming Endowment Fund @ 1721 Springdale!

Money represents more than the paper it’s printed on. It may be the embodiment of your time, your talents, and your commitments. It buys the food you eat, the house you sleep in, the car you drive, and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire.

You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide you with a comfortable lifestyle and stable income after your working days are done. You might also have other desires, such as traveling, purchasing property, or moving to be closer to your family (or farther away). You may also want your assets to provide for your loved ones after you are gone.

The truth is that it takes more than just money to fulfill those needs and desires. Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You.

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molotsky-anniversary

Happy 60th Anniversary
Stan & Sharon Molotsky! 5/2020

MOLOTSKY ON MONEY PODCAST Click Here To Listen!

What’s Your Color of Money?



The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

To receive your personal color of money risk analysis, scroll up to the top of the page and click the green bar that says, "click here to get your color of money risk analysis score today"

Asset Allocation & Risk

Our organization prides itself on providing full-service retirement planning to New Jersey and the surrounding communities. We take an extensive look at each client’s unique mix of assets ...


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Asset Maximization

Our main objective is to assist clients in navigating today's complex marketplace to help accomplish their investment aspirations and goals. The recommendations you'll receive are custom-tailored to you ...


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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’ll help you customize a retirement plan ...


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Our Location

The SHM Financial Group
P: 1-800-MONEY-SHM (1-800-666-3974)
mary@shmfinancial.com

Our Company

  • Our Team
  • Dawn TV
  • Molotsky on Money
  • Seminars
  • Get Educated
  • Contact

Our Services

  • Asset Allocation and Risk
  • Retirement Planning
  • Asset Maximization
  • Tax Strategies
  • Social Security Maximization
  • Income Planning
Investment advisory services offered through Molotsky Tax Advisory Group, LLC, a New Jersey Registered Investment Advisor. Insurance products and services are offered through SHM Financial Group. Molotsky Tax Advisory Group, LLC and SHM Financial Group are affiliated companies. Tax Services offered through Stovall and Associates, Ltd. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of New Jersey or where otherwise legally permitted. Molotsky Tax Advisory Group, LLC | All Right Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Molotsky Tax Advisory Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Molotsky Tax Advisory Group, LLC and Stanley Molotsky are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.