About Shelgren Financial Group, Inc.

Shelgren Financial Group, Inc., is a full service financial and tax planning 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 investment advisor representatives translate our clients' financial objectives into a comprehensive plan that works for them.

We are an independently owned Washington corporation currently managing over $500 million in assets. Since 1984, we're proud to have assisted thousands of clients with their financial planning processes.

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

Services we Provide

• Retirement income planning
• 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 preparation