Providing financial services to the people of the Northwest, a family tradition since 1923.

Call us toll-free at: 877-875-2639  
Local: 253-848-1642  

 
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 Visit Our Office:
 11627 62nd Ave. E.
 Puyallup, WA
 98373


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Would you like to have Mountain View Financial Planning to contact you regarding the services that we have to offer? If so, please contact us by phone, email, or use the contact form and we will get back to you.


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Note: Because of the rules and regulations governing my license as a Registered Representative of Great American Advisors®, Inc., a broker dealer, member FINRA(www.finra.org) & SIPC, my e-mail address must be peter@shelgrenfinancial.com. All communications related to securities must be “journaled.” Therefore, don’t be surprised when you receive my reply from peter@shelgrenfinancial.com instead of peter@mountainviewfinancial.net.

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I’m interested in:
    Portfolio management
    Asset allocation
    Post-retirement health care funding
    Retirement planning
    Retirement cash flow planning
    Benefits package analysis
    Fee-only financial planning
    Debt reduction
    Lifetime income planning
    Funding for education
    Selling my business
    Life Insurance
    Inheritances

Securities offered through Great American Advisors®, Inc. - Member FINRA(www.finra.org) & SIPC
OSJ: 3900 E. Valley Rd, Ste 202 - Renton, WA 98057 - (800) 367-4388
Advisory Services offered through Shelgren Financial Group, Inc.
A Registered Investment Advisor
GAA, SFG and Mountain View Financial Planning are independently owned.
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