Our Story
In 2023, Shobe Financial Group joined forces with Carson Wealth to create one financial group with a combined 80 years of experience in serving clients. Both Shobe Financial Group and Carson Wealth began doing business in 1983 and both companies have years of valuable experience and have witnessed myriad changes to the financial services industry. Our combined knowledge and resources poise us to provide wealth management guidance that is carefully crafted for each client’s unique goals in mind.
Our History as Shobe Financial Group
In 1983, Edward Shobe set out to create a business to help people pursue their life goals through high-trust, long-term relationships. He wanted to build team of committed financial professionals who share these goal of helping people pursue their life goals. From this vision The Shobe Financial Group was born.
“Our founding principles were built on taking care of people – from clients to our team- it’s the foundation of what we do,” says Ed Shobe.
Jason Windham and Susan Shobe-Windham, Ed’s son-in-law and daughter, joined in 1998. The following year the business moved into its current headquarters in One Oak Square.
2007 marked a significant year as Jason started his tenure as president, while Ed became chairman. Together, Ed and Jason have continued to advance the original goals by:
- Developing and enhancing proprietary tools and processes to deliver consistent personalized services to every client through long-term, high-trust relationships.
- Solidifying a career path, including an official internship program for finance students, to continue to mentor professionals and build our team to best serve our clients.
Building each other up as a team and supporting every client’s best interests as if they were our own is a part of our culture. It’s been this way since 1983 and will continue for years to come.
Our Services
FINANCIAL PLANNING FOR EVERY CHAPTER OF YOUR LIFE
You can pursue the goals you know today – and those you will decide on along your life path – with a guide to lead you. No two families are the same, and throughout life stages, your needs will change. The Shobe Financial Group customizes its service to meet your needs.
- Comprehensive Planning
With Comprehensive Planning, we are a constant resource. We wrap our arms around every aspect of your financial life to develop, implement and maintain a cohesive plan to help you pursue your goals. The Shobe Financial Group provides the roadmap and resources to meet your wealth management and financial planning needs, and proactively guides you through the process.
- Retirement Planning
Your wealth is your foundation. It represents what you’ve built and where you’re headed in the future. The Shobe Financial Group helps you build your resources while you are working, and use your resources effectively when you are retired. With our financial professionals planning your retirement, your future is in hands you can trust.
- Business Planning
For owners of businesses and professional practices, we offer guidance in planning, decision making, and identifying the financial paths to pursue your goals. Our business consulting services will help you determine the most appropriate strategies to manage your taxes and liability exposure while helping you maximize potential. We offer advice, resources and strategies to pursue your goals.
- Investment Planning
Simple or complex, we plan and manage your investments around your short- and long-term goals. We create a path that aligns your goals and risk tolerance to optimize and preserve assets. When you trust your investing strategy to our professionals, your goals receive the careful guidance and attention they deserve.
Our Process
Every aspect of our financial planning services is designed to help you build a better financial future. At The Shobe Financial Group, we put our more than 150 years of collective experience to use in pursuit of your unique financial objectives. Our team of seven Certified Financial Planner™ practitioners along with our seasoned client service professionals help individuals and their families devise a path according to a specific, intentional set of steps. Guided by our processes, our advisors offer you an extensive menu of services that are specific to your needs.
OUR PROCESS
Vision & Goals
Because we believe that building relationships is paramount to building a plan to your financial future, we begin by learning about you, your family, and/or your business.
We start this process by asking four key questions:
- What are your dreams and goals?
- How are you going to reach those objectives?
- Where are you on your journey to realizing those dreams?
- Does your current financial plan reflect your vision?
OUR PROCESS
Discovery
Through discovery, our experienced professionals identify areas where financial planning services can help you pursue your financial ambitions. Once we understand your vision and goals, we match your goals, interests and values with our expertise and in-depth resources. In this step we dig deeper to pinpoint opportunities to pursue your financial milestones and start to develop a map to get you there.
OUR PROCESS
Analysis
With an understanding of your goals and your current financial circumstances, our advisors will identify areas of opportunity to pursue, and areas of weakness to plan around. With this information, recommendations are made. The tailored recommendations will include strategies, structures, procedures and products to enhance your position.
OUR PROCESS
Recommendations
In this phase of our process, we build a tailored strategy to pursue your financial goals. The result is a financial plan complete with recommendations and a summary of actions. We will meet with you to review the full plan with you, answer questions and determine next steps.
Beyond providing recommendations, we proactively work with you to help you, track your progress and adjust your plan to meet changes or challenges.
OUR PROCESS
Implementation & Review
Once we confirmed the path, we set the plan in motion. We work together to review and revise your plan on a regular basis as your goals and circumstances change. Your plan to your goals is evergreen.
Your advisors proactively guide and assist you, providing additional resources where needed.
Additionally, we provide tools to help you. The professionals at The Shobe Financial Group provide you with this custom, ongoing agenda of topics, timelines, and action items — all in pursuit of your goals.
The Shobe Financial Group’s Retirement Equalization Strategy™ (referenced as REStTM), for example, helps you make decisions that work for your life while on the path to your personal goals. Our advisors consider what you need to meet your retirement lifestyle goals, analyze your personal investment and savings approach and establish a long-term strategy to help get you where you want to go.
