Services Provided

Wealth Management:

The financial decisions that you make today will lay the foundation, that we at Shelton Financial Solutions can help to orchestrate precisely what you and your family are trying to accomplish. As dedicated personal financial advisors, we can assist you in managing your investments and other key protection pieces that contribute to your successful financial future. We can offer numerous types of investment options and programs, to build a program designed specifically for you.

Retirement Planning:

Even if retirement is still many years down the road, it is never too early to start saving. We can help you understand your needs and create a financial plan for whatever life may present during your golden years.

Insurance & Annuities:

Life presents many surprises. Having a program to protect your family is more important now than ever before. We implement protection programs to help protect your family and your assets while meeting your financial needs. We utilize insurance vehicles such as life, disability income, health, and longterm care insurance. Variable, fixed and income annuities are used for the accumulation of distribution of assets for retirement income.

Financial Education:

From helping you understand the complexities of the stock market, to sharing an objective view and analysis of your spending habits, client education is at the forefront of our approach. We aim to build a lasting relationship with you by developing mutual trust and respect.

Group Benefits:

If you are a business owner looking to keep your employees happy and healthy, we have the options that will help your business grow. Being able to provide benefits your employees want, and value is essential. Whether you are a startup, a well-established business, or somewhere in between, our benefit specialists are ready to help you offer the best available plans to meet the company’s needs and budget.