[OUR SERVICES]
The Molotsky Tax Advisory Group, LLC
A FEE-based Registered Investment Advisor
As a faithful fiduciary to our clients, the Molotsky Tax Advisory Group, LLC helps individuals and companies diversify their investments to allow participants a true asset-allocation portfolio model at all levels of risk.
As a Registered Investment Advisory Firm, our fee-basis platform allows us access to stocks, bonds, mutual funds, ETFs, commodities, and many other investment vehicles to help align our clients personal goals and objectives with their current holdings.
As an independent firm we work directly for YOU (not a brokerage firm) Our independence enables us to provide you with complete and utter independent un-biased advice. Let us stress that our goals must be in unisom with your goals and objectives when providing proper investment advice. Please call us to arrange an independent review.
Lee Molotsky, Managing Partner
Nadav Schwartz, Investment Advisor Representative
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THE SHM FINANCIAL GROUP offers:
Retirement Services
- Pre & Post Planning
- Portfolio Review
- Asset Preservation
Accounting
- Full Service Accounting Practice
- Tax
- Estate Planning
Individual Insurance
- Life Insurance - Term & Universal
- Life Insurance Needs Analysis & Planning
Health Care Services
- Insurance Claim Processing
- Long-term Care Analysis
- Nursing Home Health Insurance
- Home Health Care Planning
Business Broker
- Buying & Selling Businesses & Medical Practices
- Mergers & Acquisitions
- Business Loans
Real Estate Investment
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