Retirement investing can be complicated.
Changing your financial advisor doesn't need to be.
Please fill out the following form and we will be in touch with you as soon as possible.
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 10 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.
- Missing Advisor? They might be frustrated that they have not heard from their current advisor in a long time.
- Not Confident? They have been worried about picking the right date to retire on their own.
- Unfamiliar Situation? 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. If you fill out the form above, one of our team members will follow up to coordinate a time for us to connect.
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 in your financial advisor. 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.