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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

What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
Learn More

Let's work on turning your dreams into reality. 


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