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Work Hard. Plan Smart. Live Well.

At SFG, We Believe Money Is a Tool. Not a Solution.

Our financial advisors take a different approach to helping people like you find financial freedom.

 Professional

 Knowledgeable

We expect honesty from you about your current needs and future goals, and you should expect the same from us. We put our decades in the industry to good use developing sound strategies that incorporate every piece of your financial puzzle.

 Trustworthy

Finding financial peace of mind is a marathon, not a sprint. We’ll move forward together, mile by mile, as we keep you well-informed about your options and comfortable with your financial plan.


Where Does Shelton Financial Group Fit Into Your Financial Life?

Where the things that matter most to you intersect with the things that you can control. That’s the idea behind our firm’s One Life Formula.

Think About What Matters Most To You


Family

Spending time with your kids or grandkids and leaving them a financial or faith-based legacy you can be proud of.

Occupation

Recreation

Getting excited about finally finishing your bucket list and pursuing the hobbies you’ve always wanted to try.

Money

Empowering you to enjoy your family, your hobbies and total financial freedom.

Focus on What We Can Control


Wealth Management

Wealth management is an important piece of your financial puzzle, and it is one that we’ll work together closely on. With so many wealth management options available today, it can be hard to determine how you can best grow and preserve your wealth. Among many things, we’ll review your portfolio, assess outside accounts and conduct a risk analysis to help you meet your personal goals.

  • Portfolio Review
  • Asset Allocation
  • Account Aggregation
  • Review Outside Accounts
  • Risk Analysis
  • 401k Guidance
  • Horizon Models
  • UC Models
  • USA Portformulas
  • BRI Models
  • TPIA Research
  • Performance Reporting
  • Annuities
  • Contribution Plan
  • Dollar Cost Averaging

Risk Management

Whether you already have insurance policies or you’re in the process of finding the best policies that will work for you, we’ll walk through the selection process together. As we think ahead about unexpected events, we want you to be ready to face them head-on. From life insurance to the coverage options you need as a business owner, there are a myriad of risks we can manage and prepare for together.

  • Review Existing Policies
  • Life Insurance Needs Analysis
  • LTC Analysis
  • Disability Analysis
  • Health Insurance Review
  • Home/Renter Insurance Review
  • Liability Coverage
  • HSA
  • Medicare Review

Tax Planning*

We’re not tax professionals, but we do understand the important tax implications of receiving and withdrawing money from various accounts. This includes the legacy of wealth you desire to leave your loved ones before or after your passing. We’ll work to make sure you’re only paying what you need to, because we believe “It’s not how much you make, it’s how much you keep.”

  • Tax Sensitive Investing
  • Cost-Basis Review
  • Realized Gain Review
  • Carry Forward Losses
  • Tax Loss Harvesting
  • Deductions & Credits
  • Roth Conversions
  • Health Savings & Flexible Spending Accounts
  • Tax Return Review


*Services provided by a qualified estate planning attorney or Tax professional. SFG does not offer tax or legal advice.

Legacy Planning*

Let’s make sure that your legacy is passed on in the way you desire. From tangible to intangible assets, we’ll gladly work with your trusted legal professionals to coordinate your estate plan and tax plan into the legacy planning process.

  • Wills
  • POAs
  • Living Will
  • Health Care Proxy
  • Trusts
  • Estate Taxes
  • Guardians for Minor Children
  • Roth IRA for Children
  • Legacy Roadmap
  • Genesis Program
  • Beneficiary Review
  • Death Claim Assistance


*Services provided by a qualified estate planning attorney or Tax professional. SFG does not offer tax or legal advice.

Cash Management

There’s no doubt that your cash is an important part of meeting your day-to-day needs. However, it’s just as important for your financial future, and how you manage your expenses today can determine how confident you feel about tomorrow. We will work with you to help you meet your cash management goals. We’ll discuss your expenses, review your income sources, conduct a cash flow analysis and more.

  • Review Income Sources
  • Expenses & Budgeting
  • Debt Management
  • Review One-Time Expenses
  • Planned Large Expenses
  • Emergency Funding
  • Mortgage Review
  • Line of Credit
  • RMD & Withdrawal Strategies
  • Pensions
  • Cash Flow Analysis
  • Withdrawal Strategies

Philanthropy

Using your wealth to help others is a wonderful thing. From college planning to donating to charities, we’ll help you spread the love. While you may be prepared to leave a legacy of giving after death, we can coordinate with your other trusted professionals to help you make an impact sooner. Because having a sense of purpose and contributing to something bigger than yourself is important to our clients, it’s important to us.

  • Gifting
  • College Planning
  • Caring for the Elderly
  • 529 Plans
  • UGMA/UTMA
  • Charities
  • RMD tax efficient gifting
  • Charitable Trust & Foundations

Value-Added Services

In preparing for what’s ahead, we take the time to educate you, answer any questions you may have and connect the dots between your biggest financial concerns and the strategies or solutions to solve them. Some of our value-added services include succession planning for your business, Social Security analysis and various classes and workshops.

  • Money Mind
  • Honest Conversation
  • Priority Action List
  • Social Security Analysis
  • Life Event Recognition
  • eMoney Plan / Scorecard
  • Succession Planning
  • Web/Social Media Content
  • Investor Conference
  • Educational Workshops & Communication
  • Guidebook
  • Document Vault
  • Sounding Board

How We Got Here

Our founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began our firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Through his enlightened philosophy on financial planning and commitment to our firm’s core values, Jeff has grown our team of financial planners to help clients in Fort Wayne, Indiana, and all across the country find financial independence.

Our multi-generational firm takes a team approach to addressing your biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning.


Jeff Shelton Photo

Jeff Shelton

President
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Jeff Shelton

President


Jeff Shelton is the Founder and President of Shelton Financial Group, an independent, local firm specializing in helping clients achieve a work optional lifestyle.  For 25 years, Mr. Shelton 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..


Al Lindsten, CFP® Photo

Al Lindsten, CFP®

Financial Advisor
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Al Lindsten, CFP®

Financial Advisor


Al specializes in serving business executives seeking sophisticated investment and life planning as well as other professionals in or approaching retirement. Al came to Shelton Financial Group after a successful career with General Electric Company in operations management and financial analysis. He began his career with GE after graduating from Wheaton College with a B.A. in Economics (1977). While at GE, he completed an MBA in Finance and Accounting from Kellogg Graduate School of Management, Northwestern University (1985). Al is also a graduate of GE’s Financial Management Program (FMP).

A passion for personal financial planning lead Al to earn his CFP® designation in 2010. He also is Series 7 and 66 registered through USA Financial Securities. Al is licensed for Life, Accident and Health Insurance as well as Long-Term Care. His desire is to help clients pursue their goals and objectives.

Outside of work, Al has been involved in Junior Achievement as an instructor, Fort Wayne Community School’s Study Connection and community projects such as Paint-a-thon and United Way Day of Caring. He also served on the board of Chandler’s Landing neighborhood association and is a member of Brookside Church. Al enjoys tennis, gardening, reading and spending time with his family. He currently resides in Fort Wayne with his wife, Jan.

Brian Nieuwlandt, RICP® Photo

Brian Nieuwlandt, RICP®

Financial Advisor
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Brian Nieuwlandt, RICP®

Financial Advisor


Brian is a Financial Advisor for Shelton Financial Group. He specializes in working with manufacturing executive and employee families seeking robust financial planning to create future income streams as well as those in the teaching profession seeking options for retirement.

Brian’s quest to be an Investment Advisor Representative began from his own interest in financial investing and was fueled by his desire to help others pursue their financial goals and personal objectives. Brian holds his Series 6 and 63 registrations through USA Financial Securities. Brian also holds his Series 65 and is licensed for Life, Accident and Health Insurance as well as Long-Term Care.

Brian came to Shelton Financial Group with four years of financial services experience and 20+ years of management experience with an industrial printing firm. He attended IPFW for electrical engineering and is a graduate of Woodlan High School.

Outside of work, Brian participates in the Football Boosters Club at Woodlan High School, attends St Michael Catholic Church, and serves on the parish council. For several years, he volunteered with PAL Football Program in Fort Wayne and the Dekalb County 4-H Horse and Pony Club. Brian enjoys golfing, horseback riding and spending time with his family. He resides in Northeast Indiana near Harlan with his wife, Amy.


Matt Fry, CFP® Photo

Matt Fry, CFP®

Financial Advisor
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Matt Fry, CFP®

Financial Advisor


Matt came to Shelton Financial Group in February 2017 with over 8 years of financial planning experience. He specializes in helping teachers and manufacturing professionals create a customized roadmap through their financial lives, as well as other working-class families interested in robust financial planning.

He graduated from Indiana University (IPFW) with a B.A. in Business Finance and Management (2008). While working towards his degree, Matt was also captain of the men’s golf team, which earned him the Cleveland Golf All-America Scholar award in 2006. A strong desire to build long-lasting relationships with his clients and help them pursue their financial goals is what led Matt to Shelton Financial Group. In 2014, that desire also drove Matt to fulfill the requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner.

Matt is Series 7 and 66 registered through USA Financial Securities Corp. Matt also holds his life and health insurance licenses. Outside of work, you will find Matt on the golf course or at home spending time with his family and friends. Matt has also participated in several Young Leaders of Northeast Indiana events and was part of the 2015 graduating class of the YLNI Leadership Institute. Matt lives in Fort Wayne with his wife, Brandy, and their two sons, Owen and Ethan.


Nathan Shelton, CFP®, MBA  Photo

Nathan Shelton, CFP®, MBA

Financial Advisor
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Nathan Shelton, CFP®, MBA 

Financial Advisor


Nathan Shelton joined Shelton Financial Group in 2017. Nathan specializes in providing faith-based, or biblically responsible, investments and financial planning solutions for business professionals focused on preparing for retirement.

Nathan earned his Bachelor of Science in Finance from Taylor University and Master of Business Administration in Personal Financial Planning from Indiana Wesleyan University. He currently holds the Certified Financial Planner™ (CFP®) designation and is a member of Kingdom Advisors (KA) where he holds their Certified Kingdom Advisor (CKA) designation. KA is an organization of Christian financial advisors seeking to integrate their faith with their practice. 

Nathan has taught public classes on Social Security, IRAs/401(k)s, Retirement Income Planning, Taxes in Retirement and Biblically Responsible Investments. He is one of Dave Ramsey’s SmartVestor Pros, making him part of a select group of advisors in the country endorsed by Dave Ramsey. Locally, Nathan is a board member of the Bluffton Rotary Club and a member of Young Leaders of Northeast Indiana.

Outside of work, Nathan, and his wife Anna, enjoy board games and outdoor activities. Nathan has traveled extensively for mission work to Ghana, West Africa for leadership training, Stellenbosch, South Africa for sports ministry and to the Greek Isle of Lesvos where he served in a Syrian refugee camp. Nathan is a member of Hope Missionary Church. He is also involved in a multitude of sports, especially those that include his younger siblings. Nathan’s other passion is working on his family’s farm, caring for a variety of livestock, including their herd of camels.

Status as a Dave Ramsey SmartVestor Pro does not imply a certain level or skill or training


Piercen Harnish, CFP® Photo

Piercen Harnish, CFP®

Financial Advisor
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Piercen Harnish, CFP®

Financial Advisor


Piercen Harnish is a financial strategist for high-income emerging investors seeking dynamic financial planning in addition to pre-retired and retired individuals.

Piercen came to SFG in 2018 upon graduating from the University of Saint Francis with a B.S. in Business Finance. At USF, he had the opportunity to play football and win back-to-back National Championships. He was a two-time Athletic and Academic All-American and William V. Campbell Trophy finalist (“Academic Heisman”). He was the first Cougar football player to become a four-time, first-team All-Conference selection.

Piercen had the opportunity to intern with Ash Brokerage in Fort Wayne. This experience provided a chance to work with business professionals in the insurance and annuity world. He currently holds the Certified Financial Planner™ (CFP®) designation.

Piercen is a regular host of the popular local PBS program Super Achiever.

He has also become an integral part of SFG’s Investment Advisory Team by providing deep analysis of newly developed investment models and products.   In addition, Piercen provides a higher level of service to his clients by using retirement planning tools like Your Money Mind, Honest Conversations, eMoney, and Priority Action List.

Piercen is passionate about faith/work integration. He is committed to helping clients integrate their faith with their investments. Outside of work, you can find Piercen spending time with his wife, Arissa, their two sons, Jaxson and Madden. Piercen and Arissa are happy to announce that they will be adding a little girl to their family in March of 2022.



Dan Easley Photo

Dan Easley

COO / Relationship Manager
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Dan Easley

Chief Operating Officer


Dan became the Chief Operating Officer of Shelton Financial Group in 2014 after serving as Director of Asset Management since his arrival in 2008. In addition, he is teaming up with Nathan Shelton and working with Nathan’s clients as their Relationship Manager.

Dan has over 25 years of leadership and management experience. These experiences expand over the industries of investment, information technology, and healthcare.

Away from work, Dan enjoys spending time with his family; this includes his wife Alice, their four children, two daughters-in-law, and three grandchildren. His personal interests include beekeeping, distance swimming, and exploring & expanding his Christian faith with close friends and family.


Amy VanMeter Photo

Amy VanMeter

Relationship Manager
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Amy VanMeter

Relationship Manager


Amy joined SFG in 1997 as the first full-time employee and has been an instrumental force in the long-term success of the organization. Amy has served in many roles for the company over the years; currently serving as the Relationship Manager for Jeff Shelton’s clients. Amy has a deep level of understanding regarding the processes and systems used by SFG and uses that knowledge to assist Jeff and the clients that he serves.  Amy strives to build a unique relationship with each client she works with and hopes to make them feel like they are the ONLY client of the firm.  Amy is series 6 and 63 securities registered, along with Life, Accident, Health and Long-Term Care insurance licensed.  Amy and her husband Greg have three children and recently moved to Fort Wayne after being a lifelong resident of Wells county.  Amy enjoys reading, crafting and spending time with her family.  Amy’s future goals are to travel more and work less; once she knows her retirement “bucket” is full enough.


Jason White Photo

Jason White

Relationship Manager
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Jason White

Relationship Manager


Jason has been with Shelton Financial Group since 2007, serving as Chief Operations Officer, Chief Compliance Officer, and Financial Advisor over the years. He is now serving as Relationship Manager and Ambassador. Jason is a 6, 63, and 65 registered non-solicitor through USA Financial Securities. Jason has a bachelor’s degree from Eastern Illinois University and a master's from Winebrenner Theological Seminary. He and his wife, Jesse, have four children and live in Zanesville. Jason enjoys spending time supporting his children’s activities, gardening, and playing tennis.


Brandee Nees Photo

Brandee Nees

Relationship Manager
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Brandee Nees

Relationship Manager


Brandee joined Shelton Financial Group in 2021 and is the Relationship Manager for Brian Nieuwlandt’s clients. In addition, she also works for the service team preparing forms, processing service items, and generating reports.   She has been in the financial industry for 5 years and holds a Life Insurance license.  Previously Brandee worked in Phoenix, Arizona, where she specialized in annuities. Outside of work, Brandee loves spending time with her fiancé, Tyler, spoiling her nieces and nephew, playing softball, and spending time with her family and two fur babies, Oakley and Diesel.




    

    



    

    



        

Amy VanMeter



        

Relationship Manager


       


        

Amy joined SFG in 1997 as the first full-time employee and has been an instrumental force in the long-term success of the organization. Amy has served in many roles for the company over the years; currently serving as the Relationship Manager for Jeff Shelton’s clients. Amy has a deep level of understanding regarding the processes and systems used by SFG and uses that knowledge to assist Jeff and the clients that he serves.  Amy strives to build a unique relationship with each client she works with and hopes to make them feel like they are the ONLY client of the firm.  Amy is series 6 and 63 securities registered, along with Life, Accident, Health and Long-Term Care insurance licensed.  Amy and her husband Greg have three children and recently moved to Fort Wayne after being a lifelong resident of Wells county.  Amy enjoys reading, crafting and spending time with her family.  Amy’s future goals are to travel more and work less; once she knows her retirement “bucket” is full enough.



    





   





Susan Carey  Photo

Susan Carey

Office Manager
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Susan Carey

Office Manager


Susan is the Office Manager for Shelton Financial Group, managing the bookkeeping, human resources, financial reporting, business analysis, and client events. Susan has more than 20 years of experience in the investment industry.

Susan lives in Selma with her husband, Mike. She enjoys running, hiking, and biking, and spending time with her three grown children and three grandchildren (ask her about her twin grandkids).


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Lindsay Stipp

Client Support Liaison
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Lindsay Stipp

Client Support Liaison 


Lindsay came to SFG in 2010 and has over 10 years of experience in the financial industry. She currently works on the service team preparing forms, processing service items, and generating reports. Lindsay is a Series 6 & 63 registered non-solicitor through USA Financial Securities. Outside of work, Lindsay spends time with her fiancé, Mike, and their many fur babies. She loves anything that involves sports, as she was a student athlete at Taylor University, and is very passionate about animal rescue.


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Mary Ferrick

Client Support
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Mary Ferrick

Client Support




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Jill Shelton

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Jill Shelton

Jill has been a steadfast supporter of Jeff through the years of marriage, kid raising, and business building. She is consistent in answering any call for help that the SFG staff may have, even if it means bringing in her famous chocolate chip cookies. Jill loves spending time with the office staff, but it doesn’t compare with how much she adores her family and the quality time spent with them. She enjoys making family dinners, sitting around campfires with friends, and growing her faith through Bible Studies. Jill is enjoying the transition in life with 2 adult kids and 2 high school/college-aged kids, in addition to being very excited to meet her and Jeff’s first grandchild in February of 2022.


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Barb Howell

Receptionist / Event Planner
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Barb Howell

Barb came to work at SFG in 2008 and has been the front desk receptionist for the past 13 years.  She is now semi-retired in a “Work Optional” position for SFG to allow her more time to spend with her family. She will continue to assist in an administrative role helping with various projects and marketing events.


Quinn Bates Photo

Quinn Bates

Receptionist
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Quinn Bates

Receptionist


Quinn joined the Shelton Financial Group staff at the beginning of September in 2021 but has not been a stranger to the SFG Family prior to employment. After marrying Conner Bates, she retired her Shelton last name in September 2020. Quinn had plans to continue her education in Physical Therapy Doctorate School but felt God pulling in a different direction. She followed that pull back to The SFG family.

She currently lives in an old farmhouse in Uniondale with Conner. Most of their spare time is used for building, remodeling, or fixing something on their sweet-old home. On the rare occasion that they get out of the house, they enjoy going to church, being outdoors, spending quality time with family, or playing pickleball.


Are You Our Ideal Client?

We Choose You

Over the years, we’ve discovered that we can’t provide the level of dedication, commitment and service to our clients if we aren’t selective in who we work with. Instead of spreading ourselves too thin, we find it much more rewarding to bring our comprehensive financial services selectively to those who could benefit from it most.

Our Ideal Clients

We don’t build relationships with net worths or managed assets. We build long-lasting, deeply personal connections with people like you. We find that people who share the attitudes, beliefs, and values below are attracted to and work well with our firm.



Have found success through hard work & dedication


Are friendly & open to our professional advice


Prefer to delegate their wealth management needs


Committed to their financial journey


Make family & faith a priority in their financial plan


Advocate for a cause & maintain a sense of purpose


Does This Sound Like You?


Schedule a Time To Talk

How Will We Work Together With You?



We’ve developed and refined a proprietary financial planning process designed to integrate your wealth management needs together with other aspects of your financial picture including risk and debt management, philanthropy and tax planning. While every piece of your financial puzzle may not be relevant right now, our One Life Formula is designed to help your finances stay on track as life events unfold and your ever-changing needs evolve.

Are You Ready To Get Started?


Schedule Your Complimentary Fit Call Today

  Phase One: Discover

Step 1: Fit Call

Before we begin, we’ll engage in a brief conversation to get a better understanding of who you are, what you value and how you could benefit from our services.

Step 2: Fit Meeting

Because we’re passionate about only working with those who could best benefit from our services, we’ll determine during this time whether or not we may be a good fit for one another.

Step 3: Money Mind® Analyzer

Step 4: Honest Conversations®

As we begin discussing your future goals and dreams, we’ll engage in an exercise that can help you pinpoint what it is that matters most to you. This will lay the foundation for our future strategies and solutions.


  Phase Two: Design

Step 5: Plan Presentation

Based on our previous discussions, we’ll create a guidebook and priority action list that’s designed to address your biggest and most pressing financial concerns. We’ll deliver actionable, measurable goals that we can work together toward achieving.


  Phase Three: Deploy

Step 6: Ongoing Review

As we move forward together through your financial journey, our firm will monitor your portfolio, assess your evolving needs and continuously evaluate the progress we’re making toward your financial and personal goals.




Helping The Next Generation Grow & Protect Their Wealth


Entering the world of investments is an exciting time for many, especially for those who have excelled professionally or recently acquired a large inheritance or other form of wealth.

Advisor Nathan Shelton has developed the Genesis program for emerging investors looking to build a solid foundation of healthy money habits and practices.

Nathan and our firm can help answer your biggest financial questions including:

  • How much money should I be saving?
  • What’s the right amount of money to invest?
  • Do I need to contribute to a Roth IRA or 401(k)?
  • When’s the right time to start a college fund for my kids?

SFG’s Genesis Program At a Glance


  •   Two private meetings per year
  •   Workshop invitations on a wide variety of topics
  •   Investment risk analysis & score
  •   Life insurance analysis
  •   Personalized action plan
  •   Retirement plan projection & asset report
  •   Roth IRA vs. 401(k) review
  •   Asset allocation review

Could You Or a Loved One Benefit From Our Genesis Program?

This program has no age limit or account size minimum. In fact, you don’t even have to be a client of ours to participate. For an annual flat fee, this could be the tool you, your child or your grandchild need to move their financial journey in the right direction.

Our Fees and How We Work

Not only can talking about money be uncomfortable, but the intricacies of how financial advisors work can seem overly complicated. This is likely one of the reasons that investors are confused by wealth management fees but don’t ask for clarification or details. Regardless of the complexities and awkwardness, it’s essential to understand what you’re paying and how these fees impact your investments’ net performance.

Our team of advisors feels that it is critical for our clients and potential clients to understand how we work, what we charge, and that it’s easy to do business with us. We place a high priority on honesty and transparency and strive to make the financial planning process streamlined, economical, valuable, and meaningful. We understand how precious your time is, and we want to make our time together as efficient and rewarding as possible. Here’s a look into how we work and what you can expect.

How We Work 

Simple 3-Step Process 

STEP 1: 30-Minute Fit Meeting: Are we a good fit for you? Are you a good fit for us? 

STEP 2: Goal-Setting Meeting: We discuss your situation and begin building a customized plan. 

STEP 3: Plan Presentation: After completing these three steps, there are three options for working together. 

OPTION 1: Planning Only 

Our team will develop a personalized financial plan and investment strategy, which we will provide customized to your specific situation, goals, and risk tolerance. We will then meet with you quarterly to advise you on implementing that strategy on your own.

OPTION 2: Investment Management 

Our team will build on the planning process by working with you to establish investment accounts, transfer assets, and implement investment models based on the investment plan we established with you. You will have access to regular review meetings with your advisor as well as our ongoing educational workshops and programs. 

OPTION 3: Guidance 

Our team provides the Investment Management relationship shown above in addition to a very interactive ongoing planning relationship that includes our PAL (Priority Action List) to keep you on track with your goals based on our in-depth Honest Conversation process. Our team will also work with you to develop your personal legacy plan, which gives you confidence that your hard-earned money will ultimately be distributed according to your wishes.

What We Charge 

Planning Only Fees 

The planning only fee is typically around $2,500 annually, depending on the complexity of your situation. At the goal-setting meeting, we define your exact fees and what we will provide for those fees. You then pay quarterly as we advise you in executing your plan. You may discontinue or upgrade to the Investment Management or Guidance program at any time. 

Investment Management Fees 

If you decide to hire our team at this level, we waive the planning only fees. Our team will move forward at that time to implement your investment plan.

Standard Fee Schedule 

$0 - $250,000 = 2%

$250,000 - $500,000 = 1.5% 

$500,000 - $1M = 1.25% 

$1M - $2M = 1% 

$2M - $3M = .9% 

$3M - $5M = .8% 

$5M - $8M = .7% 

$8M - $10M = .6% 

> $10M = .5% 

* Average IM fee in the U.S. at $1,000,000 is 1.02%. (Reference Indigo Marketing Agency) 

Guidance Fees 

Guidance is an additional .25% above the Standard Fee Schedule.

It’s Easy to Get Started! 

Our greatest hope is that you will feel confident and secure in our process and in what you pay for our services. At SFG we use the phrase “Work hard. Plan smart. Live well.” We believe you have worked hard for your money. We believe we can help you plan smart. Ultimately, we believe that financial planning is a critical step in helping you live well. It doesn’t have to be a heavy burden. We can help. Get started today by clicking here to schedule an introductory 15-minute phone call or call us at 260-436-7006. See where it could take you!


For more complete information surrounding fees and fee structure, please review the USA Financial Securities Form ADV. The investments selected to implement the plans created may charge fees in addition to those fees described herein. Examples of  these fees would include up-front commissions or money management fees charged by third-party money managers. These fees may vary depending on the investments selected to fulfill the recommendations of the plan. 

The fees described herein are reflective of only Shelton Financial Group’s management fees, and may not include various fees related to an account, including custodial fees, platform fees, etc. 

From Our Point Of View


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Let's Get In Touch

Get In Touch Today

Whether you’re ready to schedule your complimentary fit call or you have a few questions in mind, feel free to give us a call or fill out the form to get started today.

Give Us A Call at 260-436-7006

Schedule a Fit Call


Shelton Financial Group
7617 West Jefferson Boulevard
Fort Wayne, IN 46804
P: 260-436-7006

Shelton Financial Group
12175 Visionary Way
Fishers, IN 46038
P:260-436-7006

Shelton Financial Group
1102 North Jefferson Street
Ossian, IN 46777 
P: 260-436-7006