The Shah Financial Group
Toll Free: (800) 232-7296
Fax: (780) 970-5321
Expertise that's one to one
We can help you set and work toward your financial goals. We always provide exceptional service to allow you to have peace of mind.
We strive to assist our clients in achieving their short-term and long-term financial goals through our exemplary knowledge of wealth management, a variety of exceptional products suited to diverse clients, and superior client-centered commitment. With our full-service team we make every effort to help our clients create better futures and reach their greatest financial potential.
Our Investment Philosophy
Our portfolio investment style is based on:
* conservative investments
* growth and income-oriented investments
* diversified holdings
We work to preserve and enhance your wealth. We believe that the best way to achieve our clients' desired investment results is through active portfolio management, long-term investing, and diversification. The Shah Financial Group provides financial, retirement, tax and estate planning services for the protection of your assets and the preservation of your income.
Our Team Process
Discovery: Getting to know you
Analysis: Your current financial picture and your lifestyle
Planning: Investment and estate planning
Strategy: Proposal/recommendations/Implementation: Strategy at work (monitoring)
Performance: Quarterly/annual review