Joyce Alsbury

Joyce has been helping clients with their investment needs since 1998. As an independent financial advisor, she can draw from a variety of financial products and services to help you meet your financial goals. She truly enjoys listening to her clients’ financial and retirement goals and dreams, then designing, implementing and monitoring their customized financial plan!

Prior to joining Shelgren Financial Group in 2012, Joyce worked as a District Manager for another financial services firm in the state of Iowa. She is an Investment Adviser Representative of Lincoln Investment Planning, LLC (FINRA Series 65), a General Securities Representative of Lincoln Investment Planning, LLC (FINRA Series 7), and a Registered Principal (FINRA Series 24). She also holds life, health and disability insurance licenses.

Although Joyce has clients with a variety of backgrounds and ages, Shelgren Financial Group Inc. and Lincoln Investment have both made retirement planning their specialty, focusing in particular on the needs of educators and employees of non-profit organizations. While our knowledge is in the field of retirement planning, our experience has taught us that effective retirement planning encompasses careful life-stage planning as well. We have learned that every decision our clients make prior to retirement directly impacts the quality of that retirement.

Services Offered:

Personalized Financial Planning

Fee-Based Investing

Retirement Planning

Investments

• 403(b), 457(b) and 401(k) Plans
• Roth IRA, Traditional IRA
• Simple IRA, SEP IRA, 401(k)

• Mutual Funds
• Annuities (fixed and variable)
• Stocks and Bonds

Education Planning

• 529 College Savings Plan
• Coverdell Education Savings Account
• UGMA/UTMA

Insurance

• Life
• Long-Term Care