Cindy Taylor

Cindy's Bio

Since 1997 Cindy has assisted individuals, families, small businesses and educational groups with financial and retirement planning.

Cindy recognizes the importance of listening to her clients to evaluate each situation. This enables her to develop solutions to fit financial goals and to enjoy lasting partnerships. She brings strong ethical standards to every client situation.

Cindy holds a BA in Accounting. She is licensed for General Securities, Mutual Funds & Annuities, Life and Long-Term Care Insurance, and registered as an Investment Advisor Representative, offering investment advisory services through Shelgren Financial Group Inc.

Services Include

• Strategies to help achieve financial goals.
• Retirement planning.
• Investment management.
• Analysis of financial assets.
• Rollover options.
• Designing income in retirement.

Note from Cindy

My husband Jim and I live in Renton near many friends and family. We enjoy traveling, camping, gardening, music and theater, especially when shared with our very special grandchildren – our greatest delight!