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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.

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.

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.

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!

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.