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Personal Services

A Comprehensive Approach to Services For Individuals and Families

Choosing a financial provider that meets all your planning needs is crucial. Shoemaker Financial offers a comprehensive range of services to support you and your family. With us, you'll receive quality support and personalized attention, helping you pursue your financial goals.

Financial Planning: Financial planning is crucial for your overall strategy. We evaluate your finances, goals, and risk tolerance to craft a tailored plan for budgeting, investing, saving, and protection. This personalized roadmap guides you through opportunities and challenges ahead.

Investing Planning: Our professional team provides customized investment insights and guidance aligned with your objectives and risk appetite. Whether you're building toward your ideal future or enjoying retirement, we support your unique financial journey and continuously monitor your progress, adapting strategies as needed.

Retirement Planning: Retirement planning is crucial. We assess your current readiness and retirement vision, crafting a flexible strategy to navigate obstacles and changing goals, and supporting you through external changes.

Estate & Legacy Planning: Estate planning aligns personal values with tools to secure your legacy. Our professionals tailor strategies to help fulfill your goals, protect heirs, and help minimize administrative burdens and financial risks.

Tax Planning Strategies: Tax planning helps minimize tax obligations by integrating present and future strategies. We employ personalized approaches to build a cohesive plan for future income, family dynamics, and immediate benefits, projecting tax liabilities and exploring favorable options.

Asset Management: Your accumulated assets help to protect your financial future and provide for unexpected needs. Effective management helps protect against market fluctuations, aiming to preserve your assets for when they are needed most.

Charitable Giving Strategies: Leaving assets to charity extends your impact beyond your lifetime. Our advisors tailor your approach, helping ensure your generosity aligns seamlessly with your philanthropic goals and chosen causes.

Insurance Services: Obtaining suitable insurance coverage stands as one of the paramount financial choices at your disposal. Insurance serves as a crucial financial safeguard for your family. Allow us, at Shoemaker Insurance Agency, to assist you in pinpointing and acquiring the optimal coverage.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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