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protect retirement

From Concentration to Confidence: Three Lessons for Protecting Your Retirement

By Rob Shelton • September 11, 2025
Here’s what we discuss in this episode: πŸ“Š Diversify to avoid concentration risk βœ… Know when you’ve “made it” πŸ”„ Planning is an ongoing process πŸ₯ Life changes demand financial adjustments πŸ›‘οΈ Protect your retirement from unnecessary risk
legacy planning

Protecting Your Legacy from the 5 Ds

By Rob Shelton • September 4, 2025
What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution.
insurance

Property & Casualty Insurance: Are You Really Protected?

By Rob Shelton • August 28, 2025
In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable.
cpa

How to Vet Your CPA Before It’s Too Late

August 21, 2025
Sometimes the biggest threat to your financial future isn’t a market downturn, it’s the professionals you trust giving you bad advice.
special needs trust

Planning Ahead for a Loved One with Special Needs

By Rob Shelton • August 14, 2025
Rob offers critical guidance on how to ensure your most vulnerable loved ones are cared for, without jeopardizing their financial security or access to government benefits.
financial freedom

Unlocking the Financial Freedom to Live Fully

By Rob Shelton • August 7, 2025
What does it really mean to live your best life, and how do you unlock the financial freedom to get there? In this episode, Rob shares the three key pillars of financial freedom: smart choices, proactive tax planning, and asset protection.
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OUR BOOKS

Is My Family Going To Be Okay?: What Successful Families Do To Answer That Question

Robert Shelton has spent his entire career working with successful families and in this book, he outlines the collaborative process that is absolutely essential to managing your wealth effectively and holistically.


He walks you step-by-step through his collaborative process and shows you exactly how you can prepare your family financially for whatever curve balls life may throw at you.


He follows each chapter with a couple of action steps to get you started on answering that all important question confidently and with a resounding - Yes, my family is going to be okay.

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