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.