Our Mission

Empowering People Financially

Dealing with your finances can be intimidating. That's why we at Shala Financial, a Financial Planner serving Northeast Florida takes the time to listen to you, learns your goals and then creates your plan through purpose based investing using philosophies that reflect the latest academic research.

A strategy that is helping our clients sleep better at night and gives them the peace of mind they are looking for when it comes to investing in the stock market by generating dependable income through interest and dividends. We mange expectations. We can not control the market but we can control for risk.

 

Featured In

Will you outlive your money?

Are you prepared for life events such as job loss, college for the kids, illness, homecare or nursing home expense?

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Radio Interview

 Are hidden risks & costs sabotaging your investment plan?
 Are you prepared to leave a legacy of wealth & wisdom for those you care about?
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