7 Pillars of Finance
7 Pillars - 78 Services
Our One Life Formula is the foundation of what we do and it's complimented by our 7 Pillars of Finance. These pillars support your financial journey throughout all phases of life and encompass 78 services that we can provide under the Shelton service model.
Wealth Management
Wealth management is an important piece of your financial puzzle, and it is one that we’ll work together closely on. Learn more
Risk Management
Whether you already have insurance policies or you’re in the process of finding the best policies that will work for you, we’ll walk through the selection process together. Learn more
Tax Planning
We’re not tax professionals, but we do understand the important tax implications of receiving and withdrawing money from various accounts. Learn more
Legacy Planning
Let’s make sure that your legacy is passed on in the way you desire. Learn more
Cash Management
How you manage your expenses today can determine how confident you feel about tomorrow. Learn more
Philanthropy
Using your wealth to help others is a wonderful thing. From college planning to donating to charities, we’ll help you spread the love. Learn more
Value-Added Services
In preparing for what’s ahead, we take the time to educate you, answer any questions you may have and connect the dots between your biggest financial concerns and the strategies or solutions to solve them. Learn more