Our Services

We at Shellington Associates feel that it is vital for people to manage their money wisely. Our professional guidance enables clients to plan and implement safe strategies to achieve financial independence through effective accumulation, preservation and distribution of their assets. We aim to establish a "Client-Counselor" relationship with our clients.
 
Our areas of expertise include (partial list):
 
·  Retirement Planning
·  Business Planning
·  Estate Conservation
·  Fixed and Variable Annuities
·  Variable and Traditional Life Insurance
·  401(k) and other Company Sponsored Plans
·  Disability Income
·  Long Term Care Insurance
·  Asset Management Accounts
·  Certificates of Deposit
·  Mutual Funds
·  Education Planning
·  Brokerage Accounts
·  Deferred Compensation Programs
·  Medical Insurance Plans (Group and individual)
·  Buy / Sell Plans
·  Key Person funding solutions
·  Asset Allocation Strategies
 
We pride ourselves in being able to communicate many complex tax, investment, and insurance situations in a manner that can be easily understood. 
 
We would be honored with the opportunity to serve you.