Shobe Financial Group

Net Unrealized Appreciation

shill — Thu, 09 Feb 2012 15:36:28 +0000

Net Unrealized Appreciation - a simple tax deferral opportunity, and other special tax rules.

Capital Market Review – Q1 2012 posted.

shill — Thu, 09 Feb 2012 14:37:33 +0000

Reviewing the quarter, ended December 30, 2011.

SFG 2012 Q1 Newsletter

shill — Wed, 25 Jan 2012 22:41:04 +0000

The Shobe Financial Group 2012 Q1 Newsletter has been posted!

2011 Key Numbers released

shill — Wed, 25 Jan 2012 21:35:48 +0000

2011 Key tax numbers tables summarize all the important tax planning numbers you’ll need for 2010, 2011, and 2012. Areas covered include: individual income tax planning and marginal tax rates, investment planning, education planning, retirement planning, business planning, estate planning, protection planning, and government benefits.

New video: 2012 & 2013 Tax Landscape

shill — Mon, 09 Jan 2012 18:01:23 +0000

Federal Income Tax Landscape for 2012 & 2013

The Shobe Financial Group Welcomes New Members to Their Financial Team

swindham — Wed, 18 May 2011 19:39:51 +0000

BATON ROUGE, LA., MAY 18, 2011 – The Shobe Financial Group is pleased to announce their three new additions to their staff: Marc Matherne, Bill Campbell, and Erin Sigur.

Marc, a Baton Rouge native and retired Navy Officer, recently joined Shobe after completing his Series 7 & 63 with Life, Health, Accident, and Variable Annuity certifications. Marc served eight years as a Surface Warfare Officer and spent nearly 12 years as a Business Analyst and Pharmaceutical Sales Representative at AstraZeneca. He is currently pursuing his CFP® from Florida State University and is now serving as a Financial Services Associate at Shobe.

Bill, a Certified Financial Planner and Certified Employee Benefit Specialist, has over 30 years of experience in helping a wide variety of organizations address strategic, financial, and employee benefit related issues. Bill has much experience as a successful entrepreneur and senior manager for local, regional, and national companies.

Erin, served as an intern at Shobe and recently joined the team full time, as a Financial Services Assistant, after her recent graduation from LSU. She received a bachelor’s degree in Finance with recognitions as serving as an officer of LSU’s Student Finance Association and as an active member of the Kid’s Hope USA’s mentoring program.

The Shobe Financial Group provides fee-based comprehensive financial planning, retirement planning and investment management services. Established in 1983, it is the oldest Baton Rouge, LA based independent Investment Advisory firm. The firm’s offices are located at 8280 YMCA Plaza Drive, Baton Rouge, LA 70810. For more information call 225-763-7010; 800-942-2777, or visit http://www.shobe.com Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

The Shobe Financial Group Welcomes Corey Luckett and Jaqueline LaPlante to Their Team

jcross — Thu, 13 May 2010 00:08:50 +0000

BATON ROUGE, LA, May 12, 2010 – The Shobe Financial Group is proud to announce two new additions to the Shobe team. Over the past few months, Shobe has welcomed Corey Luckett as a Financial Services Associate and Jaqueline “Jackie” LaPlante as the Client Services Associate. A Baton Rouge native, Corey graduated from Louisiana State University with a Bachelor’s degree in Finance and joins Shobe with prior work experience in the investment services industry. Corey is currently a candidate for CFP® certification and is a member of the Baton Rouge Financial Planning Association (FPA). Corey is also a Registered Representative with Raymond James Financial Services. Jackie joins Shobe with former experience in mainly accounting and client services, which she gained during her years working in the Financial District of New York City. Jackie currently assists Shobe’s financial planners with client support and services.

The Shobe Financial Group provides fee-based comprehensive financial planning, retirement planning and investment management services. Established in 1983, it is the oldest Baton Rouge, LA based Independent Investment Advisory firm. The firm’s offices are located at 8280 YMCA Plaza Drive, Baton Rouge, LA 70810. For more information call 225-291-0343; 800-942-2777, or visit http://www.shobe.com Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

The Shobe Financial Group featured in the Baton Rouge Business Report’s Special Advertising section

cori — Sat, 30 Jan 2010 21:44:11 +0000

January 2010 -

The Shobe Financial Group was featured in the Baton Rouge Business Report’s Special Advertising Section. The article includes quotes from Ed Shobe, Founder and Chairman, Bill Pomeroy, Executive Vice President, and Jason Windham, President, regarding their approach towards helping people achieve life goals through good financial decisions.

Publication:

BRBR Wealth Management – The Shobe Financial Group