Davis H Anita CFP

SHM Financial Group, based in Oaklyn, NJ, aims to offer individuals ethically sound retirement strategies for financial freedom. With a focus on safety, security, principal protection, and income features for retirement assets, they specialize in what they term as "GREEN money" - assets like cash, CDs, and fixed annuities that provide peace of mind during retirement. Utilizing a fee-based registered investment advisory firm platform, they guide clients in managing their portfolios with a balance between risk and safety assets. As a financial advisor, SHM Financial Group customizes retirement plans tailored to individual needs, including income, growth, legacy planning, and risk mitigation. Their comprehensive approach involves analyzing each client's unique asset mix to create a coordinated strategy that aligns with their goals. From tax strategies to legacy planning and asset allocation, they provide a range of services aimed at ensuring a successful and secure retirement. Generated from the website content

Keith Warren Washington National Agent is a health insurance provider located in Oaklyn NJ. The agency specializes in offering a variety of health insurance plans tailored to meet the needs of individuals and families. With a focus on customer service they aim to help clients navigate their options and find the best coverage for their healthcare needs. Generated from this place's information