Joanna Adams, Chloe FordGeoff Stevens, David ShuleyCarlie TomesSean MurphyChrissy Pratt.

 

Welcome to Shuley Financial

We believe in providing a strong financial future to top executives and professionals across the country through the development of a comprehensive plan that includes risk management, asset allocation and tax diversification. Our goal is to turn our clients' vision into reality.

Whether you are taking care of your family and still accumulating wealth or quickly approaching retirement while starting to think about distribution, the financial decisions you make today have a major impact on your future. By having a deep relationships with our clients, we provide an educational, family oriented and fun environment focused on achieving long-term financial goals.

We help to provide long term financial security. With our relationship driven values, our team provides 5 star service to executives by allowing client's behavior to be the key component in fulfilling the plan. 

Planning for Procter and Gamble (P&G) Employees and Retirees
(Both Pre and Post Retirement)

We deliver comprehensive financial plans to active P&G executives, as well as former P&G executives who are accumulating wealth or planning for retirement. Our understanding of the P&G Profit Sharing Trust and Savings Plan helps us deliver comprehensive retirement planning. 

 

David A Shuley, CFP®, CLU®
Wealth Management Advisor


Shuley Financial

Ask the Expert: What Impact Can North Korea Have on Your Portfolio?

In this month’s chat, we’re talking about political risk and your investments.

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Sharing Success

In 2017, Northwestern Mutual expects to again lead the industry in total dividends paid.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck