Wealth Management
Time is money, and managing your wealth can be overwhelming. At Shelgren Financial, we’ll help you protect and grow your assets so you can focus on enjoying them.
Life Insurance
Shelgren Financial specializes in preparing your family to handle the unexpected. We thrive on giving clients added confidence in their future.
College Planning
Rising education costs require a forward-thinking plan. Shelgren Financial can help you prepare for one of life’s biggest investments.
Accounting & Tax Services
Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.
Tax services are not offered or supervised by Lincoln Investment.
Our advisors are dedicated to helping you achieve your financial goals
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
*Tax services are not offered or supervised by Lincoln Investment.
CORPORATE OFFICES
3900 E Valley Rd Suite 202
Renton, WA 98057
(425) 251-5910
(800) 367-4388 Tacoma Office
5350 Orchard St W Suite 200
University Place, WA 98467
(253) 473-0656
We Offer Personalized Plans to Match Your Needs
One-size fits all policies are best left to vacation bike helmets. At Shelgren Financial, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.