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From Our Point of View

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Take an Inside Look at a Financial Plan

We have no lack of information these days—reviews, history, product specializations, and more details than we’ll ever need about anything we want to buy are right at our fingertips. In other words, before making a major purchase, we can arm ourselves with knowledge to make the best choice possible.

Matt Fry
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Happy Holidays From Shelton Financial Group

Happy Holidays from our team at Shelton Financial Group! This year has certainly had its ups and downs, but we are always grateful to have clients like you. We appreciate your trust in us and the opportunity to provide exceptional service. It is our goal to help you feel confident in your future and prepared for whatever comes your way. Ring in this holiday season with peace and joy, knowing that we’re here to watch over your finances.

Matt Fry
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Which Retirement Plan Is Right For You?

Have you been daydreaming about your retirement lately? After the past year we’ve just had, who isn’t? I’m sure a relaxing and fulfilling retirement has never sounded sweeter, but not so fast! Before you begin packing your bags for that dream vacation, you’ll need to ensure your retirement accounts can foot the bill—not to mention all the bills to follow. Reality check: making your retirement years “golden” requires active planning and saving. There are countless retirement savings options—the problem is finding the account best suited for your unique needs.

Matt Fry
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Common Financial Mistakes Teachers Make

At Shelton Financial we’re honored to count many teachers as clients, helping them work toward peace of mind and financial independence. Unfortunately, we’ve noticed that many of them make the same mistakes in handling their money. We’ve compiled a list here, as well as our thoughts on how to avoid these mistakes, so you can avoid these pitfalls in your investments.

Matt Fry SFG News