Retirement Planning

Retirement Plan Consulting

Looking to implement a retirement plan, or upgrade an existing plan with a more suitable provider? SHWM can be a valuable partner in this process! 

Unlike many firms, we don’t sell or endorse proprietary products. Instead, we serve as consultants, helping companies to find the solution that’s right for them.

Financial Planning

You've been smart with your money. You have saved and protected your investments to ensure a comfortable future for you and your family.

Now our job is to help you with the next stage in your financial planning, whether that is saving for retirement, making gifts to family or helping to pay for educating your children and grandchildren.

We will work with you to fully assess where you currently stand financially, what your next steps are and what your realistic goals should be. And we’ll come along with you on your next financial quest, helping ensure you stay on track to meet your goals.

At your request, we work wtih you to ensure you are getting the most out of your banking relationships. We can help you settle on a mortgage that works best for your situation and can offer advice on the pros and cons of paying off your mortgage.

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