Financial planning to meet your needs.

We offer fee-only financial planning services.

  • Plus Plan

    Create a financial plan that supports your business and your life.

    + Values Discovery

    + Personal Financial Goals

    + Budgeting and Spending

    + Investment Advice

    + Tax Strategies

    + Debt Management

    + Education Planning

    + Retirement Planning

    + Business Viability

    $1500

  • Premium Plan

    For established families & business owners with more complex needs.

    What’s included:

    Everything in the Plus Plan and…

    + Personal Insurance Planning

    + Estate Planning

    + Business Risk Management

    + Business Transition Planning

    $3000

  • Legacy Plan

    For high net worth families committed to impact.

    What’s Included:

    Everything in Premium Plan plus

    + Wealth Preservation Strategy

    + Tax-Efficient Giving

    + Values-driven Distribution

    + Regenerative Farm Business Leadership

    + Land Stewardship Planning

    + Succession Planning

    SCHEDULE A MEETING

*Shelterbelt Advisors does not provide legal advice. Estate planning guidance is provided in collaboration with one of our trusted partners. Please consult a qualified attorney for legal advice specific to your situation.

Want to empower your team with the financial tools they need to succeed?

If you want to offer a small business retirement plan, let’s talk.
Helping your team build financial confidence is a victory for all of us.

What’s Next?
Let’s get you set up with the right plan.

Schedule A Free Consultation