Financial Liberty Group

SHG Planning, Inc. is a New York-based company specializing in the preservation and allocation of family wealth across generations. With a focus on business owners and their families, SHG Planning offers comprehensive estate planning and business succession services to protect assets and ensure a smooth transition of wealth. Their team of experienced professionals works closely with clients to design effective tax reduction strategies and create robust estate plans that minimize income and estate taxes, while also addressing the emotional dynamics among heirs to preserve family relationships. With a commitment to integrity and professionalism, SHG Planning is known for their knowledgeable and compassionate approach. They understand the complexities of closely-held businesses and offer tailored solutions to help clients navigate the challenges of passing down their legacy. By coordinating employee benefits such as pension and deferred compensation plans into business succession and estate plans, SHG Planning ensures that both the business and its employees are well taken care of. With their unique 360-degree process, SHG Planning leaves no stone unturned in protecting and preserving their clients' legacies.Generated from the website

At The Reilly Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Melville, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.