Broker Check

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

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More
Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Learn More
Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Learn More

Let's work on turning your dreams into reality. 


SCHEDULE AN APPOINTMENT