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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Medicare’s popular program, offering free gym membership and health education.
Here are 4 great, and sometimes unexpected, places to raise a family.
When it comes to generational differences, knowing the facts can be difficult.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
However exciting retiring abroad may sound, it deserves considerable planning.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
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
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.