Comprehensive Financial Planning SM Shoemaker Financial Shoemaker Financial 2176 West Street, Suite 100, Germantown, TN 38138 901-757-5757 www.shoemakerfinancial.com It’s not juﬆ the plan. It’s the results. Securities and Inveﬆment Advisory Services offered through Securian Financial Services, Member FINRA/SIPC Shoemaker Financial is independently owned and operated. No.2050203 DOFU 3.9.18 *Financial Advisors do not provide specific tax/legal advice, You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Our process addresses the following areas: Investment Planning We take a long-term approach to investment management and asset allocation. We analyze your investment goals, objectives, risk tolerance, and investment time horizon to develop a comprehensive investment plan, incorporating asset allocation strategies appropriate for your individual risk tolerance. Risk Management Planning As much as an individual tries to avoid pitfalls, certain things are out of a person’s control, such as an untimely death, disability or illness. In order to mitigate these risks, we evaluate and analyze your existing, life, disability, and long-term care insurance, as well as other risk management tools. This will help see to it that your family, your income, your assets and your dreams are protected and preserved. Tax Planning* We assist clients in navigating the complex arena of taxation by providing solutions and techniques that can help reduce estate, capital gains and income taxes. Business Planning Business owners have unique planning needs as their financial affairs are closely linked with their businesses. We will help them identify areas of concern. Retirement Planning An objective observation regarding your current retirement income goals will be made and you will be given an analysis of future funding options to help accomplish this objective. The financial planning process offered at Shoemaker Financial through Securian Financial Services, Inc. is a direct, independent approach to assessing our client’s financial situation that focuses on individual goals and needs, not products. We design and develop strategies that can potentially help clients increase spendable income, protect assets against unforeseen risks, minimize the impact of taxes, and increase net worth. Education Planning We will identify strategies to save for college expenses with an emphasis on income tax consequence and the ability to control assets. Estate Planning* We will work with your legal professional to help you establish a plan for transferring your estate according to your wishes, and employ strategies to grow and preserve your assets. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Designing a well-rounded financial plan A well-rounded financial plan examines your total financial picture. Risk Management Planning Tax Planning Business Planning Retirement Planning Education Planning Estate Planning Investment Planning Financial Planning

Comprehensive Financial Planning-G'town · Comprehensive Financial Planning SM Shoemaker Financial Shoemaker Financial 2176 West Street, Suite 100, Germantown, TN 38138 901-757-5757

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Comprehensive Financial Planning

ShoemakerFinancial

Shoemaker Financial 2176 West Street, Suite 100, Germantown, TN 38138 901-757-5757 www.shoemakerfinancial.com

It’s not just the plan. It’s the results.

Securities and Investment Advisory Services offered through Securian Financial Services, Member FINRA/SIPCShoemaker Financial is independently owned and operated. No.2050203 DOFU 3.9.18

*Financial Advisors do not provide specific tax/legal advice, You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Our process addresses the following areas:

Investment PlanningWe take a long-term approach to investment management and asset allocation. We analyze your investment goals, objectives, risk tolerance, and investment time horizon to develop a comprehensive investment plan, incorporating asset allocation strategies appropriate for your individual risk tolerance.

Risk Management PlanningAs much as an individual tries to avoid pitfalls, certain things are out of a person’s control, such as an untimely death, disability or illness. In order to mitigate these risks, we evaluate and analyze your existing, life, disability, and long-term care insurance, as well as other risk management tools. This will help see to it that your family, your income, your assets and your dreams are protected and preserved.

Tax Planning*We assist clients in navigating the complex arena of taxation by providing solutions and techniques that can help reduce estate, capital gains and income taxes.Business PlanningBusiness owners have unique planning needs as their financial affairs are closely linked with their businesses. We will help them identify areas of concern.Retirement PlanningAn objective observation regarding your current retirement income goals will be made and you will be given an analysis of future funding options to help accomplish this objective.

The financial planning process offered at Shoemaker Financial through Securian Financial Services, Inc. is a direct, independent approach to assessing our client’s financial situation that focuses on individual goals and needs, not products. We design and develop strategies that can potentially help clients increase spendable income, protect assets against unforeseen risks, minimize the impact of taxes, and increase net worth.

Education PlanningWe will identify strategies to save for college expenses with an emphasis on income tax consequence and the ability to control assets.Estate Planning*We will work with your legal professional to help you establish a plan for transferring your estate according to your wishes, and employ strategies to grow and preserve your assets.Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Designing a well-rounded financial plan

A well-rounded financial plan examines your total financial picture.

Risk Management

Planning

TaxPlanning

BusinessPlanningRetirement

Planning

EducationPlanning

EstatePlanning

InvestmentPlanning

FinancialPlanning