Products and services. Aligned with your priorities.
Often financial services are transactional and impersonal. The Shuttleworth Financial Group believes everyone should have the opportunity to access financial planning that is tailored to their goals, needs and values. Our clients benefit from working with us as we can listen to your questions and concerns to make sure we are providing valued service and advice. Contact us today to schedule a free consultation!
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
