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SHG Planning
400 Broadhollow Road, Melville, New York, United States
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About the SHG Planning
SHG Planning is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York, United States. Our team is compassionate and dedicated to helping you protect your assets and legacy for your family. We understand the challenges that come with building a successful business, and we are here to help ensure that your hard work is preserved for generations to come.
At SHG Planning, our ultimate goal is to design and implement effective estate plans that include significant tax reduction strategies while also taking care of your family's well-being. Our founder, Steve Goodman, is known as a trusted advisor who takes the time to truly understand each client's needs and family dynamics before making professional recommendations.
We specialize in preserving closely-held businesses and assets, providing detailed analysis, identifying potential issues, and making specific recommendations to protect your legacy. Our focus goes beyond just minimizing income taxes - we work with you to create a robust estate plan that significantly reduces estate taxes and ensures the long-term success of your business.
Our services also include coordinating employee benefits such as pension or deferred compensation plans into your business succession and estate plan. We are committed to integrity, knowledge, and professionalism, and we work diligently to help you preserve the legacy you have spent a lifetime building.
If you are looking to allocate and protect your wealth for generations to come, give us a call at SHG Planning. We are dedicated to helping you navigate the complexities of estate planning and business succession, ensuring that your legacy endures for years to come.
400 Broadhollow Rd # 302, Melville, NY 11747, United States
Opening hours of SHG Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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