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Work Hard, Plan Smart, Live Well. Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Login in to check your Personal investments. Take a peek at the new things happening at Shelton Financial Group. Gain access to our materials. 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211. Shelton Financial Group is independent of CAMAS. SFG Asset Management is a division of Shelton Financial Group.

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SHELTON FINANCIAL

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5746 C●●●●●●Y LANE

FT.●●●YNE , IN, 46804

UNITED STATES

1260●●●●7006
JO●●●●●●●●@SHELTONFINANCIAL.NET

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SHELTON FINANCIAL

JOSEPH WIEGAND

5746 C●●●●●●Y LANE

FT.●●●YNE , IN, 46804

UNITED STATES

1260●●●●7006
JO●●●●●●●●@SHELTONFINANCIAL.NET

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SHELTON FINANCIAL

JOSEPH WIEGAND

5746 C●●●●●●Y LANE

FT.●●●YNE , IN, 46804

UNITED STATES

1260●●●●7006
JO●●●●●●●●@SHELTONFINANCIAL.NET

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Home | Shelton Financial | sheltonfinancial.com Reviews

https://sheltonfinancial.com

Work Hard, Plan Smart, Live Well. Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Login in to check your Personal investments. Take a peek at the new things happening at Shelton Financial Group. Gain access to our materials. 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211. Shelton Financial Group is independent of CAMAS. SFG Asset Management is a division of Shelton Financial Group.

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1

Asset Allocation | Shelton Financial

http://www.sheltonfinancial.com/asset-allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class. This reflects the investor’s comfort level with market fluctuations...

2

Our Services | Shelton Financial

http://www.sheltonfinancial.com/products

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. Products and services include:. Other Investment Account options.

3

Insurance

http://www.sheltonfinancial.com/insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably. Long-term care, disability and critical illness. The advantages of life insurance include:. Avoid probate costs if you name a beneficiary other than your estate.

4

Charitable Giving | Shelton Financial

http://www.sheltonfinancial.com/charitable-giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves. A remainder trust enables the donor to transfer an asset while retain...

5

Protected page | Shelton Financial

http://www.sheltonfinancial.com/sfg-news

The Protected Page you are trying to view is password protected. Please enter the password below to proceed. Shelton Financial Group (“SFG”) is an Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Some Investment Adviser Representatives of SFG are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc. (“CAMAS”), Member FINRA.

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Home | Shelton Financial

Work Hard, Plan Smart, Live Well. Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Login in to check your Personal investments. Take a peek at the new things happening at Shelton Financial Group. Gain access to our materials. 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211. Shelton Financial Group is independent of CAMAS. SFG Asset Management is a division of Shelton Financial Group.

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