Services

Our team at Sheller Financial Services stands ready to assist you in developing and implementing a customized financial plan based on your needs, goals and specific risk tolerance. We have experience with a wide range of options available to us as we assist clients in designing and executing a well thought out and property diversified investment strategy. 

Whether you are just beginning to plan for retirement or have already stepped into "retirement mode" we are here to provide assistance and guidance. During planning meetings, we focus on listening to make sure we understand your goals and priorities. We then take action to create a plan based upon those goals utilizing the latest technology to monitor the ongoing progress of your plan. Because we understand that your needs and goals may change over time, we are here to assist you in reviewing options and making any needed adjustments. 

A thoughtfully designed estate plan can provide confidence and financial independence to our clients.  There are many factors to consider as you create an estate plan,  and our role in this process is to help you identify and address those issues.  We can then work with your attorney who will provide the legal expertise and draft the necessary estate planning documents.  If you don't currently have an experienced estate planning attorney,  we can recommend one to assist with your estate planning document needs.

The impact of taxation can have a serious effect on every aspect of your financial plan.  Proper tax planning is a year-round exercise as we consider how different choices best support your financial goals.  Our aim is to assist you in this process in order to achieve the most favorable tax outcome as we work with you and your CPA to review and plan for the possible tax consequences of each of your financial decisions. 

Addressing the cost of secondary education for children or grandchildren can be a challenging endeavor.  If this is an important financial goal for you, we can assist in guiding you through the maze of investment vehicles to find the option that is right for you.  Our advisors will gather information such as your time horizon, expected college costs, and other possible sources of tuition assistance.  We then develop a customized plan to help you work toward achieving those goals.  

Our business planning services assist entrepreneurs in maintaining the focus on their business goals amidst the daily demands of running that business. As a serial entrepreneur himself, Mr. Sheller brings over 40 years of business ownership experience to his consulting clients as well as a passion for empowering business owners. Many times a business may be the largest asset a client has and we are pleased to assist our entrepreneurial-minded clients in developing strategies to grow and/or protect that precious endeavor.