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.
- 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