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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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Let's work on turning your dreams into reality. 


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