Comprehensive Financial Planning SM Shoemaker Financial 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. DOFU 3.25.15 1154393 *This information should not be considered as tax or legal advice. Specific tax & legal consequences should be verified by your tax advisor and legal counsel. 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. 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. 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 owners have unique planning needs as their financial affairs are closely linked with their businesses. We will help them identify areas of concern. 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. Risk Management Planning Tax Planning* Business Planning Retirement Planning Education Planning Estate Planning We will identify strategies to save for college expenses with an emphasis on income tax consequence and the ability to control assets. We will 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. 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. 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

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Comprehensive Financial Planning

ShoemakerFinancial

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. DOFU 3.25.151154393

*This information should not be considered as tax or legal advice. Specific tax & legal consequences should be verified by your tax advisor and legal counsel.

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.

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.

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 owners have unique planning needs as their financial affairs are closely linked with their businesses. We will help them identify areas of concern.

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.

Risk Management Planning

Tax Planning*

Business Planning

Retirement Planning

Education Planning

Estate Planning

We will identify strategies to save for college expenses with an emphasis on income tax consequence and the ability to control assets.

We will 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.

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.

Designing a well-rounded financial plan

A well-

rounded

financial plan

examines your

total financial

picture.

Risk Management

Planning

TaxPlanning

BusinessPlanningRetirement

Planning