Three Twenty Three Haddon Ave

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

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.