Trusted by hundreds of families Nationwide
Peace of mind.
Protection with Purpose.
Protect What You’ve Built. Create Income You Can Count On.
Backed by three generations of family service and decades of experience, we help you move into retirement with clarity, confidence, and peace of mind.
Our Services
Retirement Planning Built Around Tax Protection and Income
We help individuals and families protect what they’ve built, create reliable income, and move into retirement with clarity, confidence, and purpose.
Guaranteed Lifetime Income
From wealth growth to retirement, we provide personalized financial guidance.
Healthcare & Long Term Care
Comprehensive healthcare strategies to ensure not only financial security but also peace of mind in regards to your health.
Family Legacy Planning
Protect your legacy and ensure your wealth transfers according to your wishes.
Smart Tax Strategies
Strategic tax planning to maximize your wealth and minimize your tax burden.
About Us
transparent financial guidance you can trust
For over 40 years, Shalom Insurance Advisors has helped individuals and families navigate the complexities of retirement and financial planning. We believe in putting your interests first—always.
As fiduciaries, we are legally obligated to act in your best interest. This isn’t just how we operate—it’s our commitment to you and your family’s financial future.
100s
Families Served
40+
Years Experience
Sam Balzanna - Founder & Managing Director
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
Shalom Advisors
We help individuals and families create reliable retirement income, protect what they’ve built, and move into the future with confidence. Our approach is simple, transparent, and always focused on your best interest.
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