facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause
Happy Holidays From Shelton Financial Group Thumbnail

Happy Holidays From Shelton Financial Group

Matt Fry

By Matt Fry

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.

Reflecting on 2021

As we give thanks and warm wishes and celebrate the start of the New Year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Rising inflation, supply chain constraints, and lingering COVID variants are still on the horizon, but we have high hopes for 2022. 

Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial. 

Looking Forward to 2022

We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2022 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!

Thank You for a Wonderful Year!

Everything our team at Shelton Financial Group achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.

As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2022. Here’s wishing you joy and laughter during the holiday season and a happy new year!

Let’s Connect

To check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2022 and beyond, reach out to us at 260-436-7006 or schedule a call online.

About Shelton Financial Group

Shelton Financial Group is an independent, multi-generational firm in Northeast Indiana that takes a team approach to addressing their clients' most pressing financial concerns. SFG was founded in 1996 with the mission of helping people enjoy their wealth. Using their proprietary “One Life Formula,” the team at SFG focuses on what matters most to their clients and what they can control, integrating their wealth management needs with other aspects of their financial picture. To learn more about Shelton Financial Group and how they can help you achieve financial independence, visit them online.

The information expressed herein is obtained from sources that are believed to be credible, however, their accuracy cannot be guaranteed. All data is created from publicly available information and has not been independently verified by USA Financial.