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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.

Helpful Content

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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