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Financial Planning

Let The Shobe Financial  Group provide the roadmap and resources to meet your wealth management and financial planning needs.  Our process driven services include:

Concierge Planning

Much like a concierge in a five star destination resort, with Concierge Planning our role is to match your goals, interests, and desires with our in-depth resources and highly experienced personnel to address the wide range of family, business, investment, and tax related issues faced by high net worth individuals and their families.  Examples of the additional services provided with Concierge Planning would include guidance on family succession or charitable interests, trust planning, and executive compensation needs such as with stock options.

Concierge Wealth Management meets the needs of more complex individual and family situations and is most often suited to clients with portfolios of $2,000,000 or more.

Comprehensive planning

Many affluent individuals find their hectic lives and busy schedules warrant the need for professional advice and guidance.  With our Comprehensive Financial Planning offering, we help you define your goals and manage the many aspects of your financial life. Throughout each chapter of your life, you will receive sophisticated and professional advice that goes beyond the numbers from a team of genuine and committed staff. The result is a personal financial plan designed for your exclusive needs and geared towards helping you achieve your goals.  Together we will address a wide range of issues such as wealth accumulation, investment management, insurance, education, and tax planning.

Comprehensive Financial Planning can help you define your goals and manage all aspects of your financial life and is an excellent fit for individuals with portfolios of $500,000 or more.

For more information on these services, please Contact Us.