When it comes to money, many of us believe that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution. That’s why Shelton Financial Group takes a different approach to help people pursue financial freedom with a goal of bringing not only security, but fulfillment too.
Who We Are
Founded in 1996 by Jeff Shelton, Shelton Financial Group is an independent multi-generational financial advisory firm that takes a team approach to addressing your biggest financial concerns. We combine the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning, all to help you enjoy your wealth both now and in the future.
What We Do
When we work with you to create your financial plan and address every piece of your financial puzzle, we focus on two things: what matters most to you and what you can control. We call this our “One Life Formula.” This proprietary financial planning process is designed to integrate your wealth management needs together with other aspects of your financial picture, including risk and debt management, philanthropy, and tax planning. Even if there’s an area of your financial life that’s not relevant right now, we take a proactive approach and design your plan to stay on track as life events unfold and your needs evolve.
How We Work
We make this happen by getting to know you, narrowing in on your dreams, goals, fears, and worries. We dig deep to find out what’s most important to you and what your ideal life looks like in terms of family, occupation, recreation, and money. Then we look at the factors we can control, such as risk tolerance, minimizing taxes, estate planning, wealth management, cash flow, and more. This puts you in the driver’s seat of your life so that you aren’t at the mercy of ever-changing markets or unexpected life changes.
Who We Serve
Because of our dedication to serving our clients with excellence, we choose our clients carefully. Instead of spreading ourselves thin, we look for clients who would benefit the most from our services and share similar attitudes, beliefs, and values. So while our clients vary in age and profession, they have plenty in common as well; they have a strong work ethic, want to align their values with their finances, desire to delegate their wealth management needs, and are committed to making their financial goals a reality.
By building long-term relationships with a select number of clients, we can work on what matters most to them. We make sure to take our time, getting to know what is truly important to our clients, and deliver effective solutions while keeping those priorities in mind.
What Makes Shelton Financial Group Unique
When we ask our clients why they chose to work with us, they don’t talk about the products we offer. Instead, their most common response is the mission and values of our firm and the relationship we build together. Our clients know they can trust us with their money and depend on us to always be professional, knowledgeable, and caring. Finally, our clients know that they can always expect unparalleled service. We know our clients deserve the best, and Shelton Financial Group is committed to providing the best possible service to meet their needs.
Our Goal For You
Through our services, planning process, and high-touch approach, we hope to help our clients sleep better at night knowing their finances are being watched over by a dedicated and trusted team of professionals. We hope they can focus on their passions in life knowing that we’re here to watch over their financial strategies and investments.
Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial milestones? If you’d like to learn more about our unique process and see if we would be a good fit, reach out to us at 260-436-7006 or schedule your free 30-minute Fit Call online.
About Shelton Financial Group
Shelton Financial Group is an independent, multi-generational firm in North East 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, integrate 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.