Welcome to SHG Planning, Inc.

A family’s wealth is an asset that provides for the security, independence and lifestyle of its members.

Estate Planning
Business Succession
Pension/ Benefits
Financial Instruments
Estate Planning
Many business owners often devote far more attention to minimizing income taxes than to dealing with the estate tax. Effective estate planning may significantly reduce the amount paid.
Business Succession
The business you have worked so hard to build is a double-edged sword. It can continue to enrich your family or, as is too often the case, destroy it. The difference revolves around emotions, jealousies, competition, talent– and the lack of it–among your heirs.
Pension/ Benefits
A pension plan, deferred compensation plan and other employee benefits are major components of any business plan. They can provide even greater benefits when they are coordinated into a business succession and estate plan.
Financial Instruments
At SHG Planning, we provide business owners with the financial instruments they need to engage in succession planning, estate planning, protecting against the loss of a key person and other such challenges and initiatives.

Why Choose?

SHG Planning, Inc. specializes in nurturing, protecting and allocating family wealth through the generations. We generally initiate our role with the creator of wealth, most often a business owner, and then provide our services throughout the generations that follow.

Most important, SHG Planning, Inc. understands that if the wealth is managed based on a carefully constructed strategy, the family is likely to benefit most from the asset. If the proper planning and related decisions are not made, the family’s relationships and standard of living can be severely damaged.