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    Happy Holidays From Shelton Financial Group

    Happy Holidays From Shelton Financial Group

    December 3, 2021/Matt Fry

    Happy Holidays from our team at Shelton Financial Group! This year has certainly had its ups and downs, but we are always grateful to have clients like you. We appreciate your trust in us and the opportunity to provide exceptional service.

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    Join Us for Our November Workshops!

    Join Us for Our November Workshops!

    October 25, 2021/Nathan Shelton

    How much thought have you given to your financial future? It’s hard to avoid the topic, with articles, news reports, and so-called expert tips bombarding us. But despite the plethora of information, 56% of Americans are worried about having financial security in retirement.

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    How to Consolidate Multiple Retirement Plans and Maximize Returns

    How to Consolidate Multiple Retirement Plans and Maximize Returns

    September 15, 2021/Nathan Shelton

    The average working adult changes jobs 12 times during their career, so there’s a good chance you’ve racked up more than a couple retirement plans over the years. If so, it might be time to consolidate.

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    Want to Avoid Capital Gains Tax? Here Are 4 Ways

    Want to Avoid Capital Gains Tax? Here Are 4 Ways

    August 10, 2021/Brian Nieuwlandt

    Chuck Norris once said, “Between income taxes and employment taxes, capital gains taxes, estate taxes, corporate taxes, property taxes, Social Security taxes, we’re being taxed to death.” He has a point!

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    Meet Our Team Member: Piercen Harnish

    Meet Our Team Member: Piercen Harnish

    July 14, 2021/Piercen Harnish

    There are many reasons you probably chose your career. Maybe it was the excitement of future opportunities, the salary, or the flexibility. For me, my reason was simple: I wanted a career where I could have a significant impact on people’s lives while using my passions and skills.

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    Are you ready to schedule a fit meeting or do you still have questions? Fill out the form below or give us a call to get started!

    Shelton Financial

    Shelton Financial Group is an independent, multi-generational firm in Northeast Indiana that takes a team approach to addressing their clients' most pressing financial concerns.

    7617 W Jefferson Blvd.
    Fort Wayne, IN 46804

    260.436.7006
    Bluffton Office
    360 North Main St.
    Suite D
    Bluffton, IN 46714
    Ossian Office
    1102 N Jefferson St.
    Ossian, IN 46777
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    For investment products and services these states include:

    • Jeff Shelton - FL; IN; MI; MO; OH; TN; UT; VA
    • Matt Fry – AZ; IN; KY; MI; MO; TX
    • Brian Nieuwlandt - IN; MI; OH
    • Al Lindsten - AL; AZ; CO; FL; IN; KY; NC; OH; TX
    • Nathan Shelton – CO; IN; MI
    • Piercen Harnish - IN; TN

    For investment advisory services these states include:

    • Jeff Shelton - AL; FL; IN; MI; OH; UT; VA
    • Matt Fry - CO; FL; GA; IL; IN; KY; MI; OH; OK; SC; TX; VA
    • Brian Nieuwlandt - GA; IN; MA; MI; NC; OH; TX; WI
    • Al Lindsten - AL; CO; FL; IN; KY; NC; OH; TX; VA
    • Nathan Shelton - FL; IN; MI; NV; OH; SD
    • Piercen Harnish - IN

    This website is not intended to provide investment, legal, or tax advice, nor to affect securities transactions or to render personal advice for compensation.

    Privacy Policy

    Jeff Shelton, Matt Fry, Brian Nieuwlandt, Al Lindsten, Piercen Harnish, and Nathan Shelton are investment advisor representatives of, offering advisory services and securities through USA Financial Securities Corp., Member FINRA/SIPC, www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Shelton Financial Group, Inc. is not affiliated with USA Financial Securities. Jason White and Dan Easley are registered non-solicitors of USA Financial Securities. Representatives are authorized to transact securities related business and investment advisory services only in states where they are properly registered.

    © 2023 Shelton Financial Group
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