Company details

The Archer Financial Group

At The Archer Financial Group, we facilitate the planning for several billionaires, well-known celebrities and entertainers, fortune 500 families, as well as over 200 professional athletes from the MLB, NBA, NFL, and NHL.

While applying many of the traditional facets of insurance, we, at The Archer Financial Group like to promote a progressive think-tank approach to our business practice. We utilize an entrepreneurial spirit and vision to help strategize solutions, take advantage of opportunities and optimize benefits to aide our clients in moving forward confidently and successfully into the future. 

We achieve a comprehensive understanding of the management and financial concerns facing our clientele. This enables us to make recommendations to our clients as an active and involved partner in their finances. We have over 30 years of expertise and experience identifying superior companies and products. Our implementation of insurance strategies for individuals and families withstand the test of time. We are focused on providing the best solution for our clients. 

SHG Planning Inc.

SHG Planning Inc. is dedicated to the maximum preservation of a closely-held business. Working in conjunction with our client’s other professional advisors, SHG Planning Inc. provides:

Detailed Analysis of the current planning found in our client’s existing wills, shareholder agreements, business succession, estate and employee benefit plans. This analysis is presented in a manner that is easily understandable to the client.

Identification of problem areas that can lead to unnecessary tax burdens as well as the loss of control of the business or even its dissolution. Particular emphasis is placed on analyzing the available alternatives.

Coordination among our client’s various professional advisors so that we are all working towards the common goal of formulating the best available business succession, estate and employee benefit plans.

Specific recommendations for the succession of the business in the most tax efficient manner consistent with our client’s goals. We are particularly sensitive to the dynamics of family relationships, including the complications of divorce, remarriage and maintaining equity between children who are active in the family business and those who are not involved in the business.

Based on our extensive experience, SHG Planning Inc. is uniquely qualified in the area of business succession and estate planning. We understand the legal, tax and financial ramifications of the various planning options which are available.

 

Presenter
  • Tom Archer, CFP and Steven Goodman, CPA
    • Founders
    • The Archer Financial Group and SHG Planning Inc.

    Tom Archer

    For over 33 years Tom Archer has been the financial advisor to the wealthiest families in the country. His clients include several Forbes 500 families including 22 billionaires as well as many well-known celebrities and entertainers. Tom also handles over 200 professional athletes, keeping the focus on wealth accumulation, wealth preservation, and asset protection.

    Tom Archer was born in the South Bronx not far from Yankee Stadium.  He attended Our Lady of Perpetual Help Grammar School and St. John the Baptist High School, where he received All League honors in baseball. Tom boxed as a youngster and later competed in the mixed martial arts where he currently holds a black belt.  Tom had m... Read more

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