Our Services

  • The knowledge and experience of professionals in a variety of financial planning disciplines, along with sophisticated support systems are utilized for every financial plan, in order to determine the right financial strategy for your individual needs.

  • We are dedicated to help you:

    • Identify your goals

    • Develop a financial plan based on sound advice and knowledge

  • We are able to provide you with the products and services necessary to implement your financial plan.

  • Throughout this process, we never lose sight of one essential element - personal service.
    At Shifley & Associates, you'll find the personal attention you need to establish a customized plan for your unique situation.