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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Five overlooked tax deductions to help manage your tax bill.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations?
Around the country, attitudes about retirement are shifting.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”