Broker Check

Our 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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]  |  908-389-8161