Let Us Help You Work Towards Securing a Bright Future

If you are seeking to create a proactive plan for your future retirement, then you have arrived at the right place!

The tax advantages and portability that both individual retirement accounts such as an IRA and 401(k), provide many citizens with the opportunity to build a nest egg throughout their lives.

With the help of our team of professionals, we will help and guide you to maximize the benefits from your retirement accounts. We will help you to structure a plan which will benefit both you and your family now and in the years to come. 

Providing fiduciary retirement services

Start Planning Your Retirement Today

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1-800-MONEY-SHM

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Let Us Help You Work Towards Securing a Bright Future

If you are seeking to create a proactive plan for your future retirement, then you have arrived at the right place!

Our Services

Other Services

We provide a framework that aims to satisfy your retirement income budgeting needs to go along with a risk tolerance aligned with your expectations.   

We offer innovative strategies to maximize investment returns through the diversification of assets, helping clients work towards their retirement goals.

We will help you work towards securing and maintaining retirement tax minimization through various tax planning strategies. 
We provide retirement planning services,  helping you plan a smooth transition from your working years and  towards a stress free retirement.
We help our clients develop a clear understanding of their Social Security benefit, and both educate them on the optimal time to accept their benefit.  

Provides Fiduciary Level Of Service  

Retirement Professionals

Knowledgeable And Well-informed

1-800-666-3974mary@shmfinancial.com
1-800-666-3974

Retirement Professionals

Knowledgeable And Well-informed

Provides Fiduciary Level Of Service  

The tax advantages and portability that both individual retirement accounts such as an IRA and 401(k), provide many citizens with the opportunity to build a nest egg throughout their lives.

With the help of our team of professionals, we will help and guide you to maximize the benefits from your retirement accounts. We will help you to structure a plan which will benefit both you and your family now and in the years to come. 
 

We provide a framework that aims to satisfy your retirement income budgeting needs to go along with a risk tolerance aligned with your expectations.   

We offer innovative strategies to maximize investment returns through the diversification of assets, helping clients work towards their retirement goals.

We will help you work towards securing and maintaining retirement tax minimization through various tax planning strategies. 
We help our clients develop a clear understanding of their Social Security benefit, and both educate them on the optimal time to accept their benefit.  
We provide retirement planning services,  helping you plan a smooth transition from your working years and  towards a stress free retirement.
Our money risk analysis assesses your financial picture and afterward, it provides you with a roadmap to your overall risk preferences. 
Our money risk analysis assesses your financial picture and afterward, it provides you with a roadmap to your overall risk preferences. 
(1-800-666-3974)

At SHM Financial Group, our main goal is to provide our clients with personal, financial and retirement planning services whose goals and objectives are to work towards a safe and secure retirement.  

Our firm is comprised of a seasoned team of financial service professionals who have the knowledge needed to help you create your retirement plan.  

We will help you work towards realizing your financial dreams by offering creative solutions through an open and transparent process utilizing both financial (Molotsky Tax Advisory Group) and insurance-based solutions (SHM Financial Group) to achieve financial independence. 

About Us

About Us

At SHM Financial Group, our main goal is to provide our clients with personal, financial and retirement planning services whose goals and objectives are to work towards a safe and secure retirement.  

Our firm is comprised of a seasoned team of financial service professionals who have the knowledge needed to help you create your retirement plan.  

We will help you work towards realizing your financial dreams by offering creative solutions through an open and transparent process utilizing both financial (Molotsky Tax Advisory Group) and insurance-based solutions (SHM Financial Group) to achieve financial independence.

IRA and 401 (k)

Molotsy Tax Advisory Group (Fee Based RIA) 
SHM Financial Group

(Insurance Planning & Coverage)

Insurance 
based solutions
Providing fiduciary retirement services
Molotsy Tax Advisory Group (Fee Based RIA) 
SHM Financial Group

(Insurance Planning & Coverage) 

Insurance 
based solutions