Michael Shelton
Registered Financial Consultant, 360 Financial Solutions
- Role
- Owner, Registered Financial Consultant at 360 Financial Solutions, Llc
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Michael Shelton
Michael is quickly becoming known as the areas go to Advisor for business & retirement needs. After rapidly growing a book of business at a Fortune 100 company, Michael went out on his own creating 360 Financial Solutions. Michael is best known in the Christian market because of his family’s prominence and being a SmartVestor Pro for Dave Ramsey. With his known presence, he had to open a second office in Lynchburg to handle the referrals he received from Liberty University.Michael is a Registered Financial Consultant and received the prestigious Chartered Retirement Planning Counselor designation from the College for Financial Planning. He discovered the need for business owners to have someone manage all of their financial needs in one place. The current industry norm is for financial needs spread across multiple companies. Michael\'s firm provides business owner needs in one location. When you meet with Michael, he provides a financial plan to re-engineer what you\'re currently doing to make your financial world more efficient. Wealth management isn\'t a one size fits all approach. Whether it\'s tax minimization strategies, asset relocation or wealth transfer, we can help provide the solutions. Michael will take your plan and Quarterback it with his staff. In addition, he can leverage independent specialists in all areas of a business owners financial world, in bookkeeping, payroll, tax resolution, sales and personal property tax needs for business owners.
Experience
Owner, Registered Financial Consultant
Jan 2013 — Present · Roanoke, VA, US
Education
Virginia Western Community College
Business Administration and Management, General
International Association of Registered Financial Consultants
Financial Consultant
College for Financial Planning
Chartered Retirement Planning Counselor
Skills
- Insurance
- Finance
- Leadership
- Public Speaking
- Customer Service
- Microsoft Office
- Sales
- Retirement
- Team Building
- Strategic Planning
- Retirement Planning
- Marketing
- Microsoft Excel
- Veterans
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