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 Consultant 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. 

Developing a Personal Financial Plan
The first step in developing a successful financial plan is to determine where you stand today. Your Schaffer & Company Financial Consultant will collect information from you through a series of questionnaires to evaluate your financial planning needs.

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Net Worth
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Retirement Planning
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Asset Allocations
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Disability Insurance Planning
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Risk Tolerance
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Estate Planning
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Education Planning
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Life Insurance Planning

Your Schaffer & Company Financial Plan Report

Your Schaffer & Company Financial Consultant will evaluate your responses to these questionnaires and will create your Schaffer & Company Personal Financial Plan Report. The report offers the following important information:

  • Details your net worth
  • Recommends an appropriate investment strategy
  • Calculates the cost of education expenses
  • Evaluates whether you will be able to meet your retirement income needs
  • Analyzes whether you have enough disability insurance
  • Illustrates basic estate planning techniques

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