Knowledge & Experience You Can Trust

Securities offered through LPL Financial, member FINR/SIPC. Investment advice offered through Sheller Wealth Management, Inc., a registered investment advisor. Sheller Wealth Management, Inc., and Sheller Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, MO, NC, OH, TX. DISCLOSURES

Educational Planning

Addressing the cost of secondary education for children or grandchildren can be a challenging endeavor.  If this is an important financial goal for you, we can assist in guiding you through the maze of investment vehicles to find the option that is right for you.  our advisors will gather information such as your time horizon, expected college costs and possible other sources of tuition assistance.  We then develop a customized plan to help you work toward those goals.