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The Best Dreams Turn Into Great Plans.

We work with you side-by-side to help you build for your future, no matter where life takes you.

Trust. Honesty. Integrity.

You deserve the benefit of a caring team of professionals focused on helping you pursue your vision for the future.  We believe values matter, and we live by ours every day.  At Shelgren Financial, we proudly serve individuals and families throughout the Pacific Northwest, including Tacoma, Lakewood, Gig Harbor, University Place, and the surrounding areas.

Our firm recognizes the unique needs of those seeking investment income, growth as well as wealth preservation strategies to sustain their lifestyle objectives. Through a guided financial pathway, and collaborative team approach, we can customize to your investment needs in a way that helps you get in control of your money and achieve your goals faster.

Learn more about our approach, services, and team below!

Financial Resources

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
Learn More

Let's work on turning your dreams into reality. 


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