Financial advisor and client talk about tax planning

Our Services


You can pursue the goals you know today – and those you will decide on along your life path – with a guide to lead you. No two families are the same, and throughout life stages, your needs will change. The Shobe Financial Group customizes its service to meet your needs.


  • Comprehensive Planning
    With Comprehensive Planning, we are a constant resource. We wrap our arms around every aspect of your financial life to develop, implement and maintain a cohesive plan to help you pursue your goals. The Shobe Financial Group provides the roadmap and resources to meet your wealth management and financial planning needs, and proactively guides you through the process.


  • Retirement Planning
    Your wealth is your foundation. It represents what you’ve built and where you’re headed in the future. The Shobe Financial Group helps you build your resources while you are working, and use your resources effectively when you are retired. With our financial professionals planning your retirement, your future is in hands you can trust.
  • Business Planning
    For owners of businesses and professional practices, we offer guidance in planning, decision making, and identifying the financial paths to pursue your goals.  Our business consulting services will help you determine the most appropriate strategies to manage your taxes and liability exposure while helping you maximize potential. We offer advice, resources and strategies to pursue your goals.


  • Investment Planning
    Simple or complex, we plan and manage your investments around your short- and long-term goals. We create a path that aligns your goals and risk tolerance to optimize and preserve assets. When you trust your investing strategy to our professionals, your goals receive the careful guidance and attention they deserve.