Our story
At the Shields Cattau Financial Group, it is imperative to us to understand where you and your family want to be in 5, 10, 15 years and beyond. Through active listening and discernment we will help create the turn by turn map that will guide you to your desired destination. This map will help you to move closer to achieving your goals and the confidence to know that you're on your way.
We follow a holistic-planning philosophy to create a personalized game-plan that aligns your financial goals. We then provide strategic tune-ups along the way to make it run efficiently.
We pride ourselves in staying current with the latest tax laws and other changes that may affect our clients’ products and plans. But we also recognize when we need to bring in additional experts to execute financial strategies. We network with local high-quality professionals to provide these services that are not our forte.
We are committed to guiding you as you define your personal family goals and holding you accountable as you implement your unique strategies. We also fine-tune your plan along the way, because we know life is never a straight line.
Our mission is to help our clients do well—as they define it—so they can do good. We believe we are called to leave the world a better place, and we are passionate about helping those we serve do the same.
At Shields Cattau Financial Group, we are compelled to make an impact.
By leading with our own hearts, we can help you better follow yours. We begin by understanding and honoring what you value. Then we create a holistic plan and provide thoughtful advice that is tailored to you. Along the way, we have meaningful conversations and form genuine relationships because it’s who we are and what drives us.
It gives us great joy to see our clients achieve milestones they once felt were out of reach.
Making an impact—together.
Whether you want to leave a legacy for the family you love, support your church or local community, or give back to nonprofits you care about, let us take the complexity out of the planning. We can help you spread the joy of generosity and fill the world with hope, your way. We’re proud to support and partner with nonprofits and abundance-minded clients. Whatever’s in your heart, we can help you make the most of your generosity. Because at the end of the day, it’s more than your money, it’s your legacy. Together we can do incredible things!
Thrivent Magazine Feature Article
