Our Services

 

Shevlin Investments Services

 


Shevlin Investments custom build financial plans using non-proprietary solutions for individuals using our Nobel Prize Winning investment management and problem-solving process to help our clients through key life transitions.

Shevlin Investments conservative systematic process helps people through major life transitions such as a sale of a business, retirement, divorce and death of a spouse.  

Shevlin Investments process helps our clients use their money to make a life, rather than just helping them use their life to make money.  

  • Retirement Income Planning
  • Investment Allocation Planning
  • Social Security Optimization Planning 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck