Services

How We Work

At Shekinah Financial, our mission is to guide individuals toward building secure and sustainable retirement strategies, designed to meet their unique goals. Whether you're already enjoying retirement or preparing for this exciting new chapter, our website offers a wealth of information and tools to help you navigate your financial journey.

We pride ourselves on delivering personalized, hands-on service that goes beyond traditional financial planning. Through our educational approach, we aim to simplify complex topics such as investing, insurance, estate conservation, and wealth preservation—ensuring you feel confident and well-informed every step of the way.

In today’s retirement landscape, challenges like outliving financial resources can create uncertainty. That’s why Shekinah Financial focuses on comprehensive money management strategies and addresses critical aspects of financial well-being to help you work towards lasting confidence.


No matter your financial aspirations, Shekinah Financial is here to support and guide you toward a brighter financial future.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jonathan.house@lpl.com |  (706) 352-9165