Services

Robert Shaffer Wealth Management Is A Financial Planning And Investment Advisory Services Firm That Provides Strategies And Solutions For Long Term Financial Needs. Our Services Include:

• Comprehensive household balance sheets, updated at least annually.
  
• Cash flow planning and expense management.
  
• Tax management strategies.
  
• Retirement income planning with a particular emphasis on growth of income over time.
  
• Individually tailored investment solutions that reflect the time frame, risk tolerance and financial objectives of each of our clients.
  
• Quarterly newsletters and investment updates.
  
• Quarterly, semi-annual or annual personal financial reviews.