Financial Planning Services
We prepare various projections based on your goals and circumstances. Recommendations are designed to fit your unique situation, and we strongly believe in providing realistic and achievable financial advice for you to follow. We help you determine the best path toward reaching your goals. Our services include retirement planning, college planning, estate planning, tax and retirement distribution planning and much more.
Employer-Sponsored Retirement Plans, such as 401(k) plans and profit sharing plans, may provide small businesses with tax advantages and can help to recruit and retain good employees. Businesses today can cost-effectively offer a plan through Sharkey, Howes & Javer. Our SHJ401k platform allows business owners to create a 401(k) plan online and Sharkey, Howes & Javer, Inc. will provide ongoing consulting and objective advice.
We stand by our investment expertise and our ability to facilitate your wealth management goals. We never charge commissions nor costs for financial products and we believe that our financial services far outweigh the fees we do carry. We invite you to learn more about our fee schedule, our transparent structure, and how fees play a part in the greater success of your portfolio.
We’re proud to offer a wide variety of investment management services, specific to not only your financial goals, but personal values. As such, we provide a number of ESG investment options available for your portfolio, including ESG 401(k) plans. We invite you to learn more about our ESG investing options and contact our specialists today.