Will You Outlive Your Money Or Will Your Money Outlive You?
Our financial advisors take a different approach to helping people like you pursue financial freedom.
Commonsense advice for commonsense clients.
Investing is a journey, not a destination. We walk side-by-side with our clients.
Retiring can be complicated. Let's create a plan so you can retire with confidence.
Financial plans often address a myriad of concerns and goals, from college planning to retirement income strategizing.
Maple Syrup (a hobby of our team) is perfect with your pancakes, but perhaps isn’t a great fit for your Friday night pizza. At Shelton, we take additional steps up front to ensure that we’re a great mutual fit with all of our clients. Our team is here to learn your story, answer your questions, and share how we may be able to help.
During stock market volatility, it’s important to keep a level head to avoid financial mistakes.
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A main reason why couples argue about money is because of their own personal biases and how they learned to view money through their own experiences. Here at Shelton Financial Group, we want to figure out both spouse’s money language and get the two parties to understand each other.
Whether you have a confirmed retirement date or just in the beginning stages of your retirement planning, it is smart to set realistic goals and expectations. That way, time is on your side, and you can enjoy the retirement that you have always dreamed of.