Shokunin financial was built to help our clients take advantage of decades of experience from our partners to enhance their financial life. We specialize in Personal and Business Financial Planning. Our services include:
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Shokunin Partners exists with one purpose, the endless pursuit of a better future for YOU. We offer multiple approaches to support you. We encourage you to review the options below.
Shokunin financial
Financial Planning
Wealth Management
Estate Planning
Tax Planning
Retirement Planning
Insurance
Investments
Risk Management
Shokunin Benefits
Shokunin benefits is an employee benefits company that specializes in the most cutting-edge benefit strategies and products. We specialize in Level and Self-funded health insurance plans that help our clients see 20-30% annual savings on their healthcare spending. Our services include:
Health Insurance
Dental Insurance
Vision Insurance
Group Life Insurance
Group Disability Insurance
Ancillary Products
- Accident Cancer
- Critical Illness
- Identity Theft
- Legal
- Any Many more
Shokunin Journey
We are all on our own unique journeys. Shokunin Journey was built to provide the education and stories to help you no matter what stage or current struggle you might be experiencing. Hosted by Chris and Roman, Shokunin Journey is a combination of podcasts on tactics and tips as well as stories of successful people from all walks of life.
our topics:
Finance
Business
Stories
Shokunin Family Office
When your biggest challenge is time in building your financial empire, Shokunin Family Office is here to help. We can come alongside you as your personal CFO to run your financial house. We can handle every aspect of your financial life to take this stress and concern off your plate to allow you to maximize your results and let you focus on the things you enjoy! Our services include:
Physician centric approaches to reduce taxes and protect wealth
Entrepreneurial approaches to reduce taxes, save money on benefits and grow your wealth.
Personal CFO committed to maintaining, growing, and protecting your assets while you concentrate on what matters most
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Why Shokunin?
The Japanese word shokunin is defined by both Japanese and Japanese-English dictionaries as ‘craftsman’ or ‘artisan,’ but such a literal description does not fully express the deeper meaning. The Japanese apprentice is taught that shokunin means not only having technical skills, but also implies an attitude and social consciousness. The shokunin has a social obligation to work his or her best for the general welfare of the people. This obligation is both spiritual and material, in that no matter what it is, the shokunin’s responsibility is to fulfill the requirement.
TASIRO ORATE
NO MATTER WHAT JOURNEY WE ARE ON, WE ALL SHOULD BE WORKING TO “FULFILL THE REQUIREMENT” AND DO SO WHILE NEVER CEASING TO BE BETTER.
You should strive to do your best no matter what endeavors you pursue. It is not always easy to be your best, especially when going it all alone.
With Shokunin Partners, you will never be alone. Our network of companies will support you where and when you need it most, whether in your personal finances, business finances, or just looking for some guidance. We are here to help make your journey easier.
Meet The Team
Roman Inochovsky, Ph.D, MBA
Senior Partner, Financial Services
Wealth Advisor specializing in virtual home office strategies and co-founder of the IRS-approved EAB (Efficient Asset Building) strategy, used to reduce capital expenditures for individuals who now pay more than $30k a year in taxes.
Chris Gaddis, MBA
Founder and Managing Partner
Seasoned fiduciary financial coach laser-focused on proactive planning solutions for individuals and business owners, specializing in predicting and protecting from financial risks before they occur so clients can focus on what matters most.
Brian Barone
Senior Partner, Employee Benefits
Expert in educating and informing business owners about affordable healthcare benefits for themselves and their employees, specializing in Level Funded Group Healthcare.
Lorna Allen
Financial Advisor
Empowering female healthcare professionals to leverage their unique financial position to eliminate the fear of outliving their money.
Mike Lutz
Benefits Specialist
Provides innovative tech solutions for small to mid-sized businesses to streamline the healthcare process to reduce wasted time and increase profits.
Dane Richardson
Marketing Specialist
Specializes in performance-based automated marketing services for businesses to tell their story and elevate their brand.
Tina Klinefelter
Support Specialist
Careered financial professional turned entrepreneur, providing the team consulting services and project management support.
CONTACT US TODAY!
LOCATION
- Concord, NC
- Orlando, FL
- Austin, TX
- Detroit, MI
- admin@shokuninpartners.com
PHONE NUMBER
- (800) 563-3998
