Your Financial Journey Starts Today!

Navigate an ever changing financial world and protect yourself against volatile markets with Shokunin Financial as your guide.

A Journey of 1000 Miles Starts Today!

Did you know that

Working With A Financial Advisor Can Protect You

WHY?

A financial advisor can provide clarity, assurance and peace of mind. Volatility in our financial markets can lead to significant changes in your financial future. Shokunin Financial can guide you through these difficult market corrections by helping you protect what you already have and help you position yourself against downturns in the market.

We work with clients to provide answers for critical questions. Questions like:

  • Do I have enough for retirement?
  • Will I have enough to retire and live the way I want to?
  • Will I be able to maintain the lifestyle I’m used to?
  • Could current market conditions lead to me losing everything I have worked so hard to build? What are the things I have not thought about and need to consider?

Shokunin Financial can help you answer all these questions and more…

We Want to Know What Your Objectives Are

Our Wealth Management Experts Are Here For You

How Can We Help?

Experience the clarity and confidence of having personalized advice for all the financial decisions that impact your life.

Your financial needs go beyond investing, so we do, too. Our expertise doesn’t stop at retirement and investment planning; we also guide you through major purchase decisions, what to do after you get a raise, and more.

We’ll create a roadmap that reveals choices you didn’t know you had, manage it through life and market changes, and even help execute your plan.

The Highest Level of Financial Planning Available

Our work begins with a relationship. Whether you have assets or not, you’ll be paired with a professional who will get to know your financial life story.

We view investment management as just one of many tools for achieving great financial outcomes. Our professionals take an advanced, proven approach based on your priorities, age, financial picture and risk tolerance.

See, here’s the thing…

When it comes to financial planning, you need a trusted advocate who looks at the big picture–including, but not limited to, your investments. Your planner should advise you on the financial aspects of life events like retiring, having a baby, or starting a business, and they should keep up with your evolving needs with regular check-ins. That’s why our advisors meet with clients four times a year, on average, and check in as needed between meetings. And our subscription model means you’ll get uninterrupted advice, with no sales pitches.

You don't have to do it all on your own!

At Shokunin Financial, every single client has their own professional that works with them one-on-one. Our advisors are the gold standard in the industry and are rigorously trained in every area of expertise, with thousands of hours of experience in all facets of financial planning and management. We hold ourselves to the highest fiduciary standards and prioritize your best interests above all else.

Shokunin Financial is a Virtual Office. We meet where you are.

In today’s world the need of face-to-face meetings has been replaced with the convenience of virtual meetings. Technology has made every aspect of business easier. Now along with the advent of the digital age, have given rise to a new form of the family office – the virtual family office.

Introducing Shokunin Financial

Every member of the Shokunin team shares a common philosophy that shapes and drives every aspect of our business. This philosophy supports both a diverse team and diversity of thought.

The best part?

We continuously elevate our understanding of bias and how it impacts our relationships and the work that we do. We complete bias training, which helps inform and set priorities within our organization. ​We believe that good ideas come from all areas of the business and that no one is limited to their job description when contributing to company growth and change, or to their own personal and professional growth.

Our Specialties

WHAT WE OFFER

Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life. We will work with you on an ongoing basis to create the best possible outcomes.

Life Milestones

  • Getting married or having children
  • Separation or divorce
  • Healthcare or medical expenses
  • Inheritance or a death in the family
  • Buying or renting a home
  • Elder care planning

Career Changes

  • A new job
  • Promotion, compensation increase
  • Employee stock plan questions
  • Starting a business
  • Benefit selection
  • Insurance Needs

Investment & Taxes

  • Investment management and optimization
  • Retirement account management
  • Market and tax law changes
  • Tax planning questions
  • Risk Analysis

Retirement Planning

  • Distribution strategies
  • Generational transfers and charitable giving
  • Navigating Social Security
  • Healthcare planning
  • Estate & Trust Planning

Business Owners

  • Employee Benefits
  • Group Benefits
  • Exit Strategies
  • Employee Stock Programs
  • 401K
  • and more….

Physicians

  • Employee Benefits
  • Group Benefits
  • Exit Strategies
  • Healthcare or medical expenses
  • Employee Stock Programs
  • Navigating Social Security
  • Healthcare planning

Our Financial Services

Choose Which Financial Advisor Services You Want

Depending on where you are in life, you may not need comprehensive financial planning. People whose financial lives are relatively straightforward, like young people without families of their own or significant debt, might only need help with retirement planning.

People with complex financial needs, however, may need extra assistance. They could be looking to establish college funds or trusts for their children, navigate aggressive debt payment situations or solve tricky tax problems. Not all types of financial advisors offer the same menu of services, so decide which services you need and let this guide your search.

Services offered by financial advisors vary from advisor to advisor, but advisors may provide any of the following:
Financial advisors research different investment options and make sure your investment portfolio stays within your desired level of risk.
Financial advisors research different investment options and make sure your investment portfolio stays within your desired level of risk.
If you have outstanding debts, like credit card debt, student loans, car loans, or mortgages, financial advisors will work with you to chart a plan for repayment.
Financial advisors are experts in analyzing where your money goes once it leaves your paycheck. Advisors can help you craft budgets, so you’re prepared to reach your financial goals.
Financial advisors may examine your current policies to identify any gaps in coverage or recommend new types of policies, like disability insurance or long-term care coverage, depending on your financial situation.
Tax planning involves strategizing ways to decrease the amount of taxes you may pay, like by large charitable donations or tax-loss harvesting. Keep in mind that not all financial planners are tax experts, and that tax planning is different from tax preparing. You will probably still need a CPA or tax software to file your taxes.
Tax planning involves strategizing ways to decrease the amount of taxes you may pay, like by large charitable donations or tax-loss harvesting. Keep in mind that not all financial planners are tax experts, and that tax planning is different from tax preparing. You will probably still need a CPA or tax software to file your taxes.
Financial advisors can help you build funds for the ultimate long-term goal, retirement. And then, once you’re retired or nearing retirement, they can help ensure you’re able to keep your money safe.
For those who wish to leave a legacy, financial advisors can help you transfer your wealth to the next generation, whether that’s family, friends, or charitable causes.
If you hope to fund loved ones’ educations, financial advisors can craft a plan to help you save for their higher education.

Get Our eBook – It’s Free!

Are you thinking about Group Benefits for your company or maybe a Financial Services Advisor to help guide you? That’s great! Shokunin Financial is here to guide you on your journey. If you haven’t made your decision yet and would like to learn a little more about our process, request our free ebook “A Guide To Choosing the Right Financial Services Advisor for You”.

This book covers some of the critical elements you’ll need when making a final decision. It includes information like how to find the right fit for you or your organization, and the different types of services available to you.

When you’re ready, click on any of the buttons on our site or in the ebook and schedule a free initial consultation with us!

Simply click the button below and let’s get started!

Meet The Team

CHRIS J. GADDIS

MANAGING PARTNER

With individuals and business owners, Chris prides himself on an innovative, holistic, and personalized approach to Financial Planning. He begins every client relationship with a blank page and no preconceived notions about the outcomes. Most importantly, his insightful, client-centric planning enhances his clients’ financial security, allowing them to focus on more essential aspects of their lives.

Chris is a multi-faceted professional who enjoys sharing his expertise, ingenuity, and talent across multiple businesses. Since his first foray into business ownership, he has developed many skills, but his passion for Financial Planning and Consulting remains at the forefront. This realization led Chris to establish Shokunin Partners.

ROMAN INOCHOVSKY

SENIOR PARTNER OF INVESTMENT SERVICES

Roman has run a Single Family Office (SFO) for many years. He oversees a circa $350 million, multi-faceted portfolio with diverse facilities nationwide, an investment portfolio in the US and overseas, and a complex internal family business. Under Roman’s leadership, the company implemented a substantial estate and wealth protection plan and an offshore tax structure for most companies, minimizing tax exposure, which led to selecting an investment vehicle standing its ground with positive returns during economic downturns.

At Shokunin Financial, Roman is primarily focused on the growth and profitability of Shokunin Family Office, domestically and internationally. Roman draws from his extensive business background to guide Chris, managing member, and founder, with operational and financial matters of the company.

Consider Us

But Why?

1 ON 1 Planning

We know that the requirements of every person are different. That’s why we deal with every client separately and help them decide which solutions are best for them. There is no such thing as a one-size-fits-all solution.

group benefits

We know some companies want to take on the work and do it by themselves. That’s why we help them navigate their path and help to identify the right services based on individual needs and budgets.

TECHNOLOGY

Let’s face it – we live in a technology centric world. We deploy the latest in tech solutions to support your objectives. One size fits all simply doesn’t work when it comes to Group Benefits and Financial Services.

IMPRESSIVE TEAM

We have an impressive, dedicated team and all come together to support your business goals.. Our only aim is to grow with the client’s business and support you in every possible way.

LET’S GET STARTED!

We can help you provide the best benefits and financial services to your employees and also help
you self manage your own services (if that’s the option you choose to go with). Let’s take your business
and employee satisfaction to the next level. Click the link below to get started.

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