Robert Shaffer Wealth Management | Financial Planners Westfield, NJ | Products and Services
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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.