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Shelgren Financial Group is a full service financial and tax plan consulting organization. We recognize that our clients' financial needs and goals are as diverse as the markets in which we work.

By making available a wide range of investment options, we are able to provide our clients with unique plans to help them reach their financial goals. Our highly trained financial representatives translate our clients' financial objectives into a strategic plan that works for them.

As we look toward the future, our commitment to our clients is to continue to introduce quality financial products and planning software.

Services Provided:

  • Tax favored investments
  • Tax savings strategies
  • Asset allocation analysis
  • Life insurance needs analysis
  • Projection of WA state retirement income options
  • Estate planning
  • College funding plans
  • Long-term care needs analysis

Service Center

Select a Representative

financial help for educators, Seattle, Tacoma

Email us to ask a question, schedule an appointment or refer a friend or colleague.

Or call us at (800) 367-4388.

Corporate Offices

Tacoma Office
5350 Orchard St W Suite 200
University Place, WA 98467
(253) 473-0656

Renton Office
3900 East Valley Road Suite 202
Renton, WA 98057
(425) 251-5910
(800) 367-4388