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Donald J. Shelton, CFP®

Ameriprise Financial

869 Baxter Dr
South Jordan, UT 84095
Phone: (801) 984-2711
Fax: (801) 984-2712

Toll-free: (888) 221-7613

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Retirement
  • Long-term Care
  • Succession Planning
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.