The associates at the Shobe Financial Group strive to align your financial needs with your individual and family interests. We take the time to learn about you, your family and your business or profession and how they drive your short and long-term goals. Whether they include retirement planning, business, investments or all of the above. Our goal is to provide objective and unbiased strategies to help you manage, grow and preserve your assets through life’s transitions.
We know that each client has a unique set of needs, goals and concerns. We will regularly monitor and periodically meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Through our strategic planning process, we offer you the resources and strategies you need to pursue your goals, and keep you accountable along the way.
Set a clear path for your future.
You can think of comprehensive planning as an ‘all in one’ service – a constant resource. We handle all parts of your finances. We work with you to build a suitable and unique plan to pursue your goals, and proactively guide you through the steps and process.
It’s about your life, not just your money.
With retirement planning, we guide those working to build their retirement resources, as well as current retirees. Wherever you are, we’ll work with you to build a plan that allows you the opportunity to live and maintain the lifestyle you want.
Your connection to a stronger financial future.
Our advisors will work with you to assist in accumulating your assets and manage any risks involved. Be it stocks or bonds, simple or complex, we’ll create a path that aligns with your goals and tolerance to optimize and preserve your assets.