Investing is a journey, not a destination.
As your life changes, so should your investing strategy.
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Aren't All You Guys the Same?
People sometimes assume that we have our favorite stocks, bonds and other investments and recommend them to everyone. Nothing could be further from the truth. At Shelton, we start with an open mind. How much risk is the right amount for you? Is it more important to have growth or to minimize taxes?
We recognize that each investor will have different objectives and that's important when crafting a portfolio. We use customized tools to help you figure this out, taking the time to understand you so that together we pick the right investments.
Common Questions We Hear…
- Is there more that I should be doing with my money?
- How can I protect my investments during volatile times?
- What if I have an old 401k from a past employer?
- What investment options are right for me?
There are dozens of options to choose from, and together we can determine the investment strategy that fits your goals.
It's easy to stick your head in the sand, telling yourself you will worry about that “tomorrow,” but the sooner you start preparing for the future the better off you will be.
Why hire a Financial Planner?
One of the benefits that people don't really understand is that we save you time and stress. Take your 401k for example. You can deal with it on your own, hoping that you made the right choice, or you can have us help you. We do all the research; we fill out all the paperwork and you just come in and sign the papers. No long waits on hold with government offices or human resource departments. You save hours of research and the headache of trying to figure out what works best for your situation.
A lot of companies talk about customer service, but it's at the forefront of what we do. If you call us during business hours, you will never get a recording. We are here to help in any way we can, and we love going the extra mile for our clients.
Why Shelton Financial Group?
At Shelton Financial Group, you will be working with a dedicated team based out of Fort Wayne, Indiana with growing locations around Northeast Indiana region. Many of our advisors are Certified Financial Planners (CFP®) with the experience and background you come to expect to help you plan for retirement with confidence. We have an extensive list of partners we work with and take the additional time up front to listen to your concerns, address your questions and ensure we have a good mutual fit.
Ready to get started now?
Let's take the first step. Fill out the form above to request an initial meeting or call us directly at the number above
