Understanding Your Financial Future
Welcome to Shelter Rock Wealth Management. We are an independent financial services team dedicated to helping our clients and their families with every aspect of their financial lives.
We understand that individuals and businesses face unique challenges as they strive to meet their financial goals in today's rapidly changing economic climate.
As part of our comprehensive advisory process, we take the time to gain in depth knowledge of each client's situation.
We create and implement a personalized plan to help our clients make prudent financial and investment decisions which will help them pursue their goals.
Our team follows a disciplined investment process that begins and ends with our clients.
We look forward to having the opportunity to work with you.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
You’ve made investments your whole life. Work with us to help make the most of them.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding the economy's cycles can help put current business conditions in better perspective.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.