A well thought-out estate plan, can provide confidence and financial independence to clients.  There are many factors to consider as you create an estate plan, our role in this process is to help you identify and address those issues.  We then work with your attorney who will provide the legal expertise and will draft the necessary estate planning documents.  Sheller Financial Services can also recommend an established attorney for your estate planning documents.

Sheller Financial Services, Sheller Wealth Management Inc., and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. 

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

Estate Planning