Products and Services

Shelly provides assistance in the following areas:

Investments

  • Bonds
  • Common and Preferred Stock
  • ETF's
  • Separately Managed Accounts
  • Advisory Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Solo 401k

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Consultation

  • Detailed Financial Planing
  • Hourly Investment and Financial Plannning Consultation
  • Portfoltio Review