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Alan Haft Fact Sheet

FACT SHEET

 

 

 

BUSINESS NAME	S.H. Financial
CORPORATE OVERVIEW	S.H. Financial is incorporated.  It is a financial planning firm that specializes in retirement income planning and an array of estate planning options.
COMPANY HISTORY	Alan Haft, a former Hollywood producer, returned to his financial planning roots and opened the company in 2006.
PRODUCT / SERVICE OVERVIEW	Financial Planning
CERTIFICATIONS	Investment Advisor, Certified Senior Advisor, Certified Income Planner and General Securities Representative
# OF EMPLOYEES	7
ANNUAL REVENUE	N/A
HEADQUARTERS	S.H. Financial 301 Yamato Road  Suite3199 Boca Raton, FL
MANAGEMENT CONTACTS	Alan Haft
WEB SITE	www.alanhaft.com
MEDIA CONTACT	Margie Zable Fisher, 561-417-0006