Financial AdvisorGarrett Shelton
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Cell:(970) 389-1521
Fax:(970) 658-5831
States Insurance Licensed:
CO, FL, MT, NC, NV, TN, WY
Primary Location:
This is where I work and meet with clients.
2695 Rocky Mountain Ave
Ste 310
Loveland, CO 80538
US

With over a decade of experience in insurance and financial planning I am committed to providing my clients with impactful in-depth custom advice, tailored to their wants and needs. Leading with education and guidance, we will develop, implement, and maintain a comprehensive strategy centered around your goals. You've spent your life accumulating wealth, you deserve a custom plan centered and optimized around you!

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Do you have a question? I'm here to help.
Contact Garrett
Get Your Financial Fitness Score
Financial Fitness Calculator
Book Appointment

Financial AdvisorGarrett Shelton

With over a decade of experience in insurance and financial planning I am committed to providing my clients with impactful in-depth custom advice, tailored to their wants and needs. Leading with education and guidance, we will develop, implement, and maintain a comprehensive strategy centered around your goals. You've spent your life accumulating wealth, you deserve a custom plan centered and optimized around you!

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Email:GARRETT.SHELTON@MUTUALOFOMAHA.COM
Phone:(970) 658-5831
Cell:(970) 389-1521
Fax:(970) 658-5831
States Insurance Licensed:
CO, FL, MT, NC, NV, TN, WY
Primary Location:
This is where I work and meet with clients.
2695 Rocky Mountain Ave
Ste 310
Loveland, CO 80538
US

Protect Your Kingdom-Grow Your Kingdom

Money is a tool- My job is to help you use it to it's best ability through protection, accumulation and distribution strategies!

As a financial advisor and insurance agent with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard helping my clients use their resources to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death and build a wealth accumulation plan.
  • Help professionals plan for a long retirement, so they don't run out of money and still live the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
The initial conversation is focused on getting to know you, hearing your story, answering your questions and discussing the transparent expectations and fees that apply to us working together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary. A financial plan is not a single goal. It is a series of ever changing goals and circumstances.

Products

Medicare Supplement Insurance
Annuities
Critical Illness Insurance
Dental Insurance
Life Insurance
Long-Term Care Insurance
Cancer, Heart Attack & Stroke Insurance
Small Business Solutions
Investments

Learning Center

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Make it Personal Podcast: Real Talk About Your Money

In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.

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Term vs. Whole Life Insurance: Making the Right Choice

Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.

Read Article
Medicare Supplement Enrollment

Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.

Read Article

Listening to our customers for more than 100 years

The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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