Our Mission Statement

OUR MISSION: YOUR FINANCIAL SUCCESS

A well-designed investment plan can help build a solid foundation for your long-term financial goals. The Shelley Financial Group believes that frequent communication and a clear understanding of your needs, as these impact the quality of your lifestyle, are essential in developing a proper investment strategy. In designing your custom investment plan, we will:

* Conduct a personal interview with you to discover your unique goals, risk tolerance and specific financial situation.

* Prepare a comprehensive analysis of your entire current financial situation.

* Review with you the details of your custom investment plan.

* Execute and manage the investment recommendations on an ongoing basis.

* Review your investments, providing you with timely written reviews of your portfolio's performance and assisting you with tax planning strategies.

* Coordinate recommendations from your attorney, accountant, and other professional advisors.

* Provide appropriate retirement planning, including: Simple IRA's, Self-Directed IRA's, Roth IRA's, Simplified Employee Pensions, Keogh plans, 401(K)s, IRA rollovers and more.

* Utilize estate planning to help protect your heirs from substantial delays, fees and taxes.

* Adopt asset-allocation strategies to help you properly balance your portfolio to reflect your individual needs.

* Analyze education-funding to estimate the cost of sending a child to college.