Shelton Financial Group Bio
Shelton Financial Group is an independent, locally owned, community based financial planning firm. Our firm's goal is simply to improve the lives of our clients by delivering genuinely personal financial advice and services. Our services include pre-retirement plans, asset management, post retirement income planning, and wealth management. Our COMMITMENT is to exceed our client's expectations in service, communication, innovation and integrity.
Since our inception in 1995, our CORE VALUES of Professional, Knowledgeable, and Trustworthy have been the foundation on which the success of our business has been built. Our firm primarily focuses on families and individuals residing in Northeast Indiana. In fact, over 90% of our clients live within 40 miles of our office. Our very best clients believe they have multiple financial planning issues, and they want professional, experienced assistance with those issues. Our clients are generally over age 50, married with strong feelings for their children, family income in excess of $100,000, and a net worth over $1,000,000.
Our MISSION is to help clients Create, Protect, and Distribute wealth. This is accomplished with a PROCESS which begins and ends with planning. Therefore, all engagements with clients will begin with a retirement analysis. This document serves as the road map as we assist our clients in reaching their goals.
We believe there is a tremendous difference between Financial Planning and Investment Advice. Positioning an investment today is only part of developing a retirement plan that can be achieved. We work side by side with our clients to develop a plan to reach their investment and retirement goals.
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Better Business Bureau
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Allen County Chamber of Commerce |
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Wells County Chamber of Commerce
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Financial Planning Association
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North Eastern Indiana Health Underwriters
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