Services
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