CLIENT STORIES

REAL-LIFE EXAMPLES OF OUR WORK WITH CLIENTS

APPROACHING RETIREMENT

From preliminary planning to long-term investment strategy, SH&J has worked with clients in various life stages.

YOUNG PROFESSIONALS

Over the years we have helped families plan for retirement and future college educations.

DEATH OF A SPOUSE

Discover our real-life stories of how we have helped guide our clients through financial processes while grieving.

ALREADY RETIRED

Discover how SH&J has helped our retired clients wade through the details to develop and understand finances.

SELLING A BUSINESS

SH&J has assisted our clients who were faced with making an important decision about the disposition of their business upon retirement.

LONG-TERM CARE & SOCIAL SECURITY

SH&J is here to answer questions regarding long-term care insurance policies and social security benefits.