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Jeff  Shelton

Jeff Shelton


“I’ve actually told clients before, if you work even one more day, you’re only making more money for your children. It’s time for you to get on with your life and start living your dream.” – Jeff Shelton

Jeff Shelton is the Founder and President of Shelton Financial Group, an independent, local firm specializing in helping clients pursue a work optional lifestyle. For 25 years, he has worked directly with pre and post retirees to create, protect, and then distribute, their wealth using the OneLife Formula, a customized Retirement Readiness Scoring program. Jeff specializes in creating multi-generational legacy plans for clients who recognize their stewardship responsibilities, along with assisting other retirees with their spending and giving planning.

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