Investment & Retirement Planning

  • Helping you position accounts to reflect your needs of growth, income, safety, and long term care.
  • Assessing your savings or investments to minimize taxes.
  • Matching your investments for your situation.
  • Giving you a second opinion of your current savings and investment accounts.

Check the background of your financial consultant at

Sharefax Financial Services

Featured Services


Life & Health Insurance


Retirement Planning