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

Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More
Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
Learn More
A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Learn More

Let's work on turning your dreams into reality. 


SCHEDULE AN APPOINTMENT