"Strategies for pursuing wealth while minimizing taxes"
Welcome to Shafer Financial Services!
Here you will find a wealth of information. In the About Us section you can learn about our firm - a little background, the services we offer, and our team. Take a few minutes to watch the Professional Money Management video. You'll learn about the services we're able to provide through H.D. Vest, our broker-dealer, as well as the benefits of working with someone who is both a tax professional and investment advisor. In the Learning Center you can read articles and newsletters on a number of different financial topics, as well as work with many financial calculators. You can also watch a short E-Seminar on common financial topics. The Learning Center also has a Tax Library page which provides access to various links to help with some of your tax related questions.
If you know us, you know we enjoy helping people. Whether it's helping people save, grow and protect what they've worked hard to obtain, or if it's helping people understand their various financial choices. Whether it's helping someone sort through the box of documents inherited from a loved one's passing, or if it's helping someone review their own documents to make sure their assets will be distributed according to their wishes. Whether it's discussing cash flow and debt management ideas or helping someone save for a family member's education. We take great pride in understanding your unique situation and being able to clearly explain your options in easy to understand terminology so you can make an informed decision.
We've created this website to provide another tool to help you gain a better understanding of the financial concepts behind investing, retirement planning, estate planning, wealth preservation, insurance, and taxes. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. And we hope you see the value of working with skilled professionals to pursue your financial goals.
Take advantage of this resource and visit often. We frequently update the newsletters and resources available and we wouldn’t want you to miss any developments in the area of personal finance.