CL Sheldon

At C.L. Sheldon & Company, we understand the unique financial challenges and goals of military members and their families. We are a team of experienced financial professionals dedicated to empowering you to make informed financial decisions throughout your military career and beyond.

Our Mission

We are committed to providing personalized and comprehensive financial planning services that address the specific needs of active and retired military members. Our goal is to help you:

• Maximize your financial potential
• Secure your financial future
• Plan for retirement
• Protect your family and your assets
• Achieve your financial goals

Our Services

We offer a wide range of services tailored to your individual needs, including:

• Financial Planning: Comprehensive plans that address your financial goals, risk tolerance, and financial stability.
• Tax Planning: Strategies to minimize your tax liability and maximize your returns.
• Investment Management: Personalized portfolio management to achieve your financial goals.
• Retirement Planning: Guidance on maximizing your military retirement benefits and other retirement plans.
• Estate Planning: Creation of trusts, wills, and power of attorney documents.
• Military Benefits Integration: Expertise in accessing and maximizing your VA benefits, healthcare, and other military entitlements.

Our Team

Our team of experienced professionals includes:

Curtis Sheldon, CFP, EA, AIF: President and Lead Planner. A seasoned financial planner with over 27 years of experience in the Air Force.

Tonia Peasley, ChFC, AFC: Financial Coach and Associate Planner. A military spouse with a deep understanding of the financial challenges faced by military families.

Joseph Brown, PhD, CFP: Associate Planner. A candidate for CFP designation who brings a fresh perspective and innovative thinking to the team.

Our Commitment

We are committed to providing our clients with:

• Personalized attention: We take the time to understand your unique needs and goals.
• Tailored solutions: We develop plans that are designed to fit your individual situation and objectives.
• Transparent communication: We keep you updated on your financial situation and planning progress every step of the way.
• Exceptional service: We are dedicated to providing you with the highest level of customer service.