First Shelbourne | Pension & Retirement

Welcome to First Shelbourne. I’m Chris, founder of First Shelbourne LLC and a retired New York police officer based in Commack, NY.

As an independent, fee-only Registered Investment Advisor (RIA), I offer low-cost, index-based wealth management charging a straightforward 0.50% fee, half the traditional industry average. No high-pressure sales, no high-fee annuities, and no Wall Street gimmicks.

On this channel, I focus on helping retirees and public servants navigate the shift to retirement:
• Pension Optimization (NYSLRS, 457b, Deferred Comp)
• Tax-Efficient Retirement Income & Roth Conversions
• Low-Cost Index Portfolio Strategies

🌐 Website: https://firstshelbourne.com
📋 Form ADV & SEC Profile: https://adviserinfo.sec.gov/firm/summary/321045

DISCLAIMER: First Shelbourne LLC is a state-registered investment advisor in NY. Content is for educational purposes only and not personalized financial advice. Past performance does not guarantee future results.