Building Your 
Financial Future

A Trusted Partner for Life’s Unexpected Changes

At Shelter Wealth Strategies, we help individuals and families confidently navigate financial change, especially during life’s most challenging transitions We specialize in providing care, guidance and long-term financial planning for the unique needs of personal injury victims. Our team serves as your long-term financial partner with empathy and guidance designed to support your goals and give you peace of mind.

With Shelter, you and your family gain clarity, confidence, and control.

Start Planning Today

We believe wealth should bring peace of mind, not pressure.

At Shelter Wealth Strategies, we guide individuals and families through major life changes and help them plan for the future by providing clear advice, custom solutions, and unwavering support. As an independent firm, your success is our only focus.

Our Promise

  • Clear, compassionate guidance—in language you understand.
  • A financial plan built for your life, not from a template—with your goals, lifestyle, and family at the center.
  • A steady partner you can trust—ready to address every issue related to your  finances through every stage of life.

We serve people at life’s turning points:

Legal Settlements & Unexpected Wealth

When unpredicted events occur that result in a legal settlement or agreed arrangement, the outcome can include monetary compensation. We are here to help address your financial goals, now and for the future.

Financial Planning

If you’re deciding whether to buy a new house or pay off your credit card debt, we create a financial plan to help you achieve your financial goals.

Education & Estate Planning

Whether helping your children save for college or creating a plan to ensure your children have financial security, we provide strategies that maximize your impact.

Retirement Planning

We help individuals and families plan for retirement by focusing on preserving your wealth and turning your hard-earned savings into lasting income.

Comprehensive Financial Planning for Legal Settlements

Managing money shouldn’t feel overwhelming. We help simplify the process with tools, insights, and personalized guidance so you can make confident decisions that align with your strategic goals. We work with you to build a customized financial plan and help you execute so you can confidently work toward being financially secure.

Financial Planning

Financial planning that evolves with you through ongoing review and guidance as your life and goals change. This includes:

  • Reducing your outstanding debts
  • Creating a financial safety net for emergencies
  • Illustrating how you may benefit from insurance or annuity products (ie. Settlement structured annuities)
  • Trust and estate planning to protect your assets
  • Investment strategies designed to grow your wealth

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Wealth Management

Investment planning and management that aligns with your values, goals and time horizon, designed to minimize risk and maximize your wealth. This includes:

  • Establishing clear short and long-term financial goals
  • Cash flow management for optimizing income and expenses
  • Asset allocation to minimize risk and optimize returns
  • Constructing a diversified investment portfolio that incorporates your financial goals and risk tolerance

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  • No jargon.
  • Finances explained in plain English.
  • A focus on opportunities, not scare tactics.
  • Never a one-size-fits-all approach.
  • A custom plan built around your life.
  • A team always there to support you.

Let’s Get Started

Your financial journey doesn’t need to be complicated. The right plan and the right partner can help you build confidence about your financial future. Let’s get started today!
Let’s get started today!

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