At Shalom Consulting Group, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.
Many Americans are feeling the pain of large credit card or student loan balances, or are dealing with high mortgage-related or medical expenses, and can’t see a way to resolve them. At Shalom Consulting Group, we offer complete experienced, responsive debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. We provide sensible and sensitive budgeting and planning assistance, working with you to design an achievable roadmap to a healthier financial future.
The housing crisis has left many prospective homebuyers and homeowners confused and worried, unsure of their options. At Shalom Consulting Group, our experienced professionals can provide the clear-sighted guidance you need when navigating the home financing market. We’ll help you to determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we can discuss options such as using a reverse mortgage as a source of income.
Whether because of overwhelming medical expenses, devastating job loss, or other financial catastrophes, sometimes the last resort of personal bankruptcy is your only remaining option. We understand and can help you navigate what can be a frightening and difficult process. The experienced advisors at Shalom Consulting Group provide clear-sighted, sensitive advice, identifying and recommending any possible alternatives, helping you to understand your options, guiding you through the maze of financial, credit, and tax implications that arise, and protecting your interests in the short and long term. You do not have to face this alone – we can help.
At Shalom Consulting Group, we offer properly structured Infinite Banking Concept (IBC) cash value life insurance policy designs and teach our clients about private banking. Our policy designs are in keeping with the philosophy of R. Nelson Nash the founder of the Infinite Banking Concept. We have built IBC plans and taught clients how to bank on themselves using Mr. Nash's principles on private banking, the federal reserve modern money mechanics, and Robert Kiyosaki cash flow quadrant.
The investment landscape changes rapidly, and savvy investors know that keeping their portfolios up-to-date and balancing risk and return is critical for investment success. At Shalom Consulting Group, our knowledgeable advisors have the experience and the insight to help you manage your money and maximize the return on your investments. We will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We can also help you to determine an optimal asset allocation for your unique personal and financial goals, time horizon, and risk tolerance.
It is never too early to start planning for retirement if you want to maintain your current lifestyle or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At Shalom Consulting Group, our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - Shalom Consulting Group can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.
You’ve worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserving your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. Shalom Consulting Group has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.
At Shalom Consulting Group, we offer tailor-made forensic accounting services, including reconstruction of financial records, asset tracing, expert analysis, reporting, and testimony in areas such a tax controversy, divorce, and business disputes..As specialists in the field, Shalom Consulting Group has often consulted during matrimonial disputes, partnership dissolutions, and estate disputes, to provide business valuation services or to uncover malfeasance and financial irregularities, and we bring a wealth of knowledge and experience to every engagement.