**For Pre Retirees & Retirees with $250K+ in investable assets**

EXPOSED: The Silent 1.2% Fee That's Stealing $284,000 From Your Retirement

And how to avoid it...

STEP 1: Watch No-Cost Training Video

👇STEP 2: Schedule Your Free Tax Optimization Consultation👇

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Kevin Dodgson

Kevin Dodgson, CPA, CFA, is the founder and CEO of Shetland Financial, an independent firm specializing in tax, accounting, and wealth management for individuals and small businesses. With over a decade of experience in investments, insurance, and tax issues, Kevin is known for his practical, transparent approach and his commitment to building long-term relationships with clients. After spending ten years in Massachusetts, Kevin returned to his home state of Pennsylvania, where he continues to help clients navigate their financial journeys with clarity and confidence. Outside of work, Kevin is a proud family man and enjoys sharing local traditions—like teaching his kids what a “hoagie” is!

WEBSITE CONTENT
All written content on this site is for information and educational purposes only. Opinions expressed herein are solely those of Shetland Financial unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites. Information purposes only.

REGISTRATION INFORMATION

Shetland Financial PLLC is a registered investment adviser located in Center Valley, PA. Shetland Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Shetland Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Shetland Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as Shetland Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Shetland Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Shetland Financial, please contact the state securities regulators for those states in which Shetland Financial maintains a registration filing. A copy of Shetland Financial’s current written disclosure statement discussing business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Shetland Financial upon written request. Shetland Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Shetland Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

The information provided on this website is for general informational and educational purposes only and is not intended as, and shall not be construed as, legal, tax, investment, financial, or other professional advice. Shetland Financial is a registered investment adviser (or representative) only in those jurisdictions where it is properly licensed, notice filed, or otherwise exempt from registration.


Nothing on this website constitutes an offer, solicitation, or recommendation to buy or sell any securities, financial instruments, or other investments. Any examples, case studies, or hypothetical scenarios are for illustrative purposes only and do not represent actual results or guarantees of future performance.


Shetland Financial strives to comply with all applicable federal and state securities laws and regulations, including but not limited to the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the SEC Marketing Rule (Rule 206(4)-1), and relevant state “Blue Sky” laws. The availability of products and services may be subject to additional eligibility requirements and restrictions based on your jurisdiction. You are solely responsible for ensuring that any investment or financial activity you undertake is in compliance with all applicable laws and regulations.


Nothing on this website should be construed as tax or legal advice. You should consult with your own tax, legal, and financial advisors before making any investment or financial decisions.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No representation or warranty is made as to the accuracy, completeness, or timeliness of the information provided. Shetland Financial and its affiliates, officers, employees, and agents expressly disclaim all liability for any direct, indirect, or consequential loss or damage arising from reliance on information contained on this website.


Testimonials, endorsements, or reviews appearing on this website may not be representative of the experience of all clients and are not a guarantee of future performance or success. No compensation has been provided for testimonials unless otherwise disclosed. All testimonials reflect the personal opinions and experiences of the individuals quoted and may not be indicative of the experience of others.


If you are a current client and wish to provide feedback, please contact us directly:


Phone: (610) 936-9900

Email: [email protected]


The information and services provided on this website are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Shetland Financial to any registration requirement within such jurisdiction or country.

Shetland Financial reserves the right to modify, update, or remove any part of this disclaimer at any time without prior notice. Your continued use of this website constitutes acceptance of any changes to this disclaimer.

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