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Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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More People Turning to Investment Advisors for Help

September 8, 2022

The Northwestern Mutual 2022 Planning and Progress Study calls attention to the fact that more people want help with their financial planning than ever. With rising inflation, uncertainty across the board, and the possibility of an upcoming recession, more people are recognizing the value of getting outside help with their planning and investment strategies.

Before the pandemic, only 18% of people were working with a financial advisor, and they sought one out in the past few years. There are many reasons behind this shift, but if you’ve been feeling the call to meet with a team of financial professionals, we’re here to help you whether you have an existing financial plan or not.

Some of the reasons that you might be contemplating working with a financial advisor for the first time include:

  • The prolonged reflection time during the pandemic causing you to rethink your life goals
  • A new perspective on how you see work fitting in your life and how that work can contribute toward your financial goals
  • Being able to work remotely, which may have you thinking about moving somewhere new, living a digital nomad life, or locating closer to family
  • Big changes in your personal life, such as thinking about getting married, going back to school, starting a family, or having children
  • Balancing your finances to care for elderly loved ones

No matter how you have come to the conclusion that you want outside support in your financial plan, we’re here to guide you through it. At Shah Total Planning, we believe that each person’s plan is unique and should align with their individual goals. Now people are seeing more potential in crafting their own future than ever before. If that speaks to you, contact us today for a full review of your financial picture.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more