Financial Planning

Financial Planning

Schaffer & Company offers a comprehensive array of strategic financial planning services backed by the unique investor approach of Schaffer & Company Asset Management, Inc. In a marketplace crowded with investment advice, Schaffer & Company offers something refreshingly useful: we are a private company that started from the ground up with hard work, integrity, expertise, education and the fact that as investors ourselves, we truly understand the needs and perspectives of our clients. 

Your Schaffer & Company, your CERTIFIED FINANCIAL PLANNER™ will assist you in developing financial strategies targeted to meet your family's immediate and long-term needs and designed to secure your family's financial future. 

A comprehensive financial plan involves:

  • A thorough review of your current financial situation
  • A discussion and understanding of your long term, financial goals
  • The development of a plan including all financial products needed to take you from where you are today to where you need to be in the future

A solid financial strategy includes, among other topics specific to your life situation and goals:

  • Retirement planning
  • College planning
  • Tax management
  • Estate management
  • Risk management
  • Debt structure
  • Insurance

To connect your family's financial future to the highest quality of personalized financial planning services, contact your Schaffer & Company CFP today.