C.L. SHELDON AND COMPANY

C.L. Sheldon & Company was founded in 2011. Our team's primary focus is serving military professionals and their families through fee-only financial planning and wealth management. We dedicate our time to stay on top of military and veterans' benefits to make sure your plan accounts for your unique situation... We believe in controlling the things we can control, such as expenses and taxes. As such, we build broadly diversified portfolios and strategically rebalance them as appropriate to help you reach your goals. We don't try to beat the market, but instead we align risk and return combined with behavior change to design a portfolio that accounts for your comfort with fluctuating markets and sets you up so that your money helps serve you... When it comes to planning for your second, or "ultimate" retirement, we help you understand how all of your benefits work together, including your military retirement and veteran disability benefits. If you are a business owner, we can also..

Also known as: C.L. Sheldon & Company, C.L. Sheldon and Company, LLC, CL Sheldon

Primary location: Alexandria United States