SJBiz_SHMFinancialGroup_1_19_Profile_Profile 1 / 17 / 19 10 : 06 AM Page 1 Promotion profile SHM Financial Group 1010 Haddonfield - Berlin Road Suite 305 | Voorhees SHM Building | 100 Richey Ave . Collingswood 800 Route 70 W . | 2nd Floor | Lakehurst 1 ( 800 ) MONEY - SHMm SHMFinancial.co one - dimensional like other similar financial organizations that may tell you your only choice is to go down a certain path . “ I don’t think you’ll get as much diversi - fication and thinking [ from another family - run AFamily organization ] as you do with us , ” Lee explains . “ I recently met with a family — two boys and their mom — they looked around and said , ‘ All the bases are covered . ’ They realize we’re here for the same reason ; everybody’s got their own thoughts and nobody is right or AFFAIR wrong , but it’s a matter of how you see it . We don’t always agree with each other which I think is important , but it’s the marriage of Father - and - son duo Stan and Lee Molotsky sorts . I will give you my opinion , my dad will of SHM Financial Group pride themselves on give you his and my uncle will give you his . Ultimately , it’s the client’s decision what they giving unbiased , independent advice to clients think is best , but you’re going to get a lot of when it comes to planning their financial future . different perspectives . You’ll find independ - By Julie Shannon ent , unbiased advice from us as to which road going to affect you ? Or , if you’re older and need or all three make sense to somebody . That’s hen the time comes to seek finan - assisted care or long - term care , how is that what sets us apart . ” cial advice and planning for the going to affect what you are doing , and more The Molotskys took all those perspectives future , you want someone who has W importantly , who’s going to pay for that ? How and wealth of knowledge they’ve gained over your best interests at heart , will listen to your can your assets be used to pay for those things the years and released a book called Exit every need , has years of experience and an ex - and still be available to you if hopefully you’ll Strategies For a Secure Retirement 2015 — now cellent reputation . SHM Financial Group never need that ? These are the kinds of things in its second printing — which is available on checks off all of those boxes and many more . that go into the true planning process . No one DVD and can be ordered on Amazon.com or Serving the South Jersey area since 1958 , SHM wants to talk about these kinds of things , but by calling their office at 1 - 800 - MONEY - SHM . Financial is a family affair , run by father - son team you have All proceeds go to special needs program - Stan and Lee Molotsky . Stan’s brother , David , to and that’s part of what we bring up ming at the 1721 building on Springdale Road also works side - by - side with them . all the time at our practice . ” in Cherry Hill , a program near and dear to the With three locations to serve you — “ Money is important , but the overall plan - Molotskys , as Stan’s grandson — Lee’s Voorhees , Collingswood and Lakehurst — SHM ning process is more important , ” Lee says . “ In nephew — has special needs . Financial Group offers financial planning , retire - today’s world , special needs and long - term care “ A lot of our thoughts were scattered in ment planning , investment management , tax issues become larger and larger as people get articles and in copies of our radio broadcast planning and social security maximization . older and encounter different issues . Our job and television programs we have done over With their guidance , the Molotskys help their is really to get to know that person upside clients be prepared for any kind of situation to down , inside out and understand their family . the years , ” Stan says . “ We think it’s easy to arise and have an exit strategy , which they say Then the planning is somewhat easy . We’re not understand , sensible , relatable verbiage . All is extremely a brokerage firm , not an insurance or account - the things are straightforward and things important . ing firm . It’s kind of family planning in a very we’ve encountered since been in practice “ What we have tried to set up in our prac - unique regard . ” since 1958 . ” tice is we have exit strategies based on what’s What’s also unique is how SHM Financial’s For a complimentary initial consultation happening to whoever it is — no matter what clients benefit from the Molotskys ’ broad and a copy of their book , mention reading this the circumstances are — how you can protect range of suggestions , which aren’t always in article in South Jersey Biz and call 1 - 800 - your assets and have an exit strategy , ” Stan unison with one another . Lee says they are not MONEY - SHM . explains . “ If you get sick or disabled , how is that w 18 | SOUTH JERSEY BIZ | VOLUME 9 ISSUE 1 | SouthJerseyBiz.net