Comprehensive Financial Planning at any stage in life
Whether you are retired, retiring, building wealth, or going through transitions like having children, or selling a business, a comprehensive financial plan and investment strategy can help you have peace of mind. Our team of CERTIFIED FINANCIAL PLANNER™ professionals work with you to develop a personalized investment and wealth management strategy that revolves around your life stage and financial goals.
At Sharkey, Howes & Javer we appreciate all of our clients who have entrusted us with their financial lives. It has been our responsibility and privilege to partner with our clients for nearly 30 years.
Our Difference, Your Results
Financial Planning &
We strive to dispel common fears our clients have when dealing with money. When a financial strategy is made to be personal and meaningful, we find tension and stresses are reduced, empowering you to make sound financial decisions. It is our commitment to build long-term relationships with clients and to help them achieve success by implementing expert financial planning and investment strategies.
No Product Sales
Our only responsibility is to you and our clients. Our transparent fee structure, with no commissions and no product sales, helps us serve you objectively. As fee-only fiduciaries, we serve you with competence and integrity and keep your best interests at heart.
On this week’s Inside the Economy, we discuss the U.S. consumer’s wealth and balance sheet. Did you know 72% of household assets are financial assets? We step back in time…
On this week’s Inside the Economy, we discuss where Americans are leveraging debt and creating wealth. We know a college education is more expensive than ever, so how has this…