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Recent Posts

  • GENERATION EXCELLENCE – EPISODE 24
  • UNCHARTED with Steve Goodman & Jess Dewell
  • SalesPOP! PODCAST-Business Succession and Succession Planning
  • The Other Side Of Potential Episode 126: Business Succession Planning
  • Episode #44 Michael Menninger, CFP* Business Succession Planning For Your Business
  • Business and Estate Planning with Steven Goodman on The Joe Robert Show
  • The Great American Senior Show
  • Steven Goodman on Succession Planning your business with Good Advice podcast
  • Leaving Wealth To The Next Generation with Wes Moss
  • Family Business Today Podcast: Episode 49: Preserving Your Legacy and Wealth

Categories

  • Annuities
  • Business Succession Planning
  • Estate Planning
  • Life Insurance
  • Longterm Care Insurance
  • Podcasts
  • Retirement Planning
  • Taxation

Recent Posts

  • GENERATION EXCELLENCE – EPISODE 24
  • UNCHARTED with Steve Goodman & Jess Dewell
  • SalesPOP! PODCAST-Business Succession and Succession Planning
  • The Other Side Of Potential Episode 126: Business Succession Planning
  • Episode #44 Michael Menninger, CFP* Business Succession Planning For Your Business

It took a lifetime to build your legacy. Give us a call to see how we can help you preserve it.

It took a lifetime to build your legacy. Give us a call to see how we can help you preserve it.

Steve

Get in touch with Steve Goodman today

CPA, MBA – President & Chief Executive Officer

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(631) 249-4240

(516) 297-7390

Email Steve Now

About Us

SHG Planning, Inc. located in New York City 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.

Connect with Steven Goodman

*Please note Effective July 29, 2019 our office will be moving to the following new address*

400 Broad Hollow Road Suite 302 Melville, NY 11747

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