Broker Check

Should I Schedule A Meeting?

Shelton Financial Group is a full service retirement planning and investment management firm located in Northeast Indiana. We typically find that our best mutual fit clients are within 5 - 7 years on either side of retirement and are seeking a partner to help them with the journey. 

When clients first meet with us, we typically hear one or more of the following concerns. 

  • They might be frustrated that they have not heard from their current advisor in a long time.
  • They have been worried about picking the right retirement plan.
  • They have found themselves in a new life situation such as a death in the family and still have many unanswered questions.

Do any of these scenarios sound familiar? It might make sense for us to schedule an initial 15 minute phone call to learn more.

Let’s take the first step. Click the link below to access our team's calendar to request an initial phone call. 

Schedule A Call

Ready to get started now?

When you call Shelton Financial, you will always speak to a real person, not a robot. We’re available anytime between 8am – 5pm, Monday – Friday.