Taxes

• Tax Planning
• Tax Services
• Income Tax

Investment

• Investment Management
  Focus on your clients' individual needs. Although you operate independently, we offer assistance with marketing, financial strategies, business succession strategies and investment management.
• Wealth Management
  As Managing Partner, Jeremy Jones is a dynamic leader, responsible for the firm’s strategic growth and direction as well as his own wealth management practice. His responsibilities include leading FINRA oversight and compliance, comprehensive financial planning, advanced sales, retirement plan services, and driving the growth of the Investment Advisory portfolios. He also directs and oversees operational activities within the firm, ensuring the development and implementation of efficient business practices.

Accounting

• Accounting Services

Planning

• Financial Planning
  Your life is made of a million little moments and unforgettable experiences—some you plan for and some you would never imagine. Financial planning helps you prepare for both, so you can be confident in a future that is safe for you and those you love the most no matter what the future brings. Whether you are just getting started or want to check if you are on track for your goals, financial planning is valuable to anyone at any stage of life.
• Retirement Planning
  Shoemaker does business with Securian Financial Services, Inc. which is a part of Securian Financial Group, one of the highest rated companies in the country*. Since 1880, Securian and its affiliates have been providing financial security for individuals and businesses in the form of insurance, investment, and retirement planning.
• Annuities
  Mac has been in the financial services industry since 1992 and with Shoemaker Financial his entire career. Mac began his career as a financial advisor in 1992 until he was charged with heading Shoemaker Benefits Corporation in 1998-2001.In 2002 Mac moved into firm management as a Managing Director where he was responsible for the recruiting and development of a unit of advisors. He received the Firm Management Award in 2003. He was promoted to General Manager in 2004 and then to Managing Partner of Shoemaker Financial in 2009. Today he is responsible for Sales, Recruiting, Training, and Marketing for Shoemaker Financial. Mac holds FINRA Series 6, 7, 24, and 63 Registrations and is licensed to sell Life, Health, Long term Care, Disability Insurance, Fixed Annuities and Variable Annuities. He is both a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Mac works with Business Executives, Business Owners and other individuals to help them achieve their financial dreams and goals.
• Long Term Care
  A successful business must incorporate profit-driven management and sophisticated employee retention tools into its plan to survive and prosper. At Shoemaker Financial, we help you manage your employee benefit plans with confidence by providing expert guidance and hands-on, personal service. As a plan sponsor, you face several critical responsibilities. We understand those challenges and are here to help with customized benefit programs that are attractive to your associates and cost-effective for you. We take the time to analyze your current employee benefits, including 401(k), profit Sharing, SEP, 403b, Keogh, Simple IRA, Deferred Compensation and Defined Benefit/Cash Balance Plans, Group Medical, Life, Vision, Dental, Short and Long-term Disability and Long-term Care Insurance. These programs encompass investment strategies, insurance, retirement, and estate planning with the goal of minimizing taxes wherever possible. In addition to reviewing your benefits package on an annual basis, specialists will meet with employers and employees to review plan designs, answer questions, and provide general education to plan participants as needed. To learn more about Employee Benefits Division please click
• Asset Management
  You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach. Individuals and families depend on the assets they accumulate over the years, being able to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. And even if you do have the time, you might not have the skills and patience to do so. In not managing your assets diligently over your accumulation phase, you could leave them exposed to erosion, destruction, or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.
• College Funding