Shafer Financial Services Home
NavigationMENU
  • Home
  • About Shafer Financial Services 
    • About SFS
    • Our Team
    • Menu of Services
    • Who is Avantax?
    • Blog
  • Menu of Services 
    • Retirement Planning
    • Education Planning
    • Investment Management
    • Family Risk Management
    • Business Planning
    • Income Tax Planning & Preparation
  • Financial Resources 
    • Access Your Accounts
    • Financial Calculators
    • Financial Articles
    • Financial Videos
    • Retirement
    • Tax Related Links
    • Tax Related Phone Numbers
    • Tax Resources
    • Glossary
  • Contact SFS

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

 

Related Content

Could the Right Firm Culture Elevate You?

Could the Right Firm Culture Elevate You?

Joining the right team culture can help you grow and thrive.

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

 

Experience Matters

Shafer Financial Services (formerly known as: A+ Accounting & Financial Services) was founded in 1992 by Marsha Shafer. In 2005, her son, Chad officially joined the firm. Our office has always been in the Baldwin community and since 2003 we've been located at 550 10th Avenue, Baldwin, WI  54002.

If you know us, you know we enjoy helping people. Whether it's help

... Learn More

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Avantax is a distinct community within Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Information and Form CRS | Business Continuity

Contact

Shafer Financial Services
Office: 715-684-3727
Fax:715-684-3779

550 Tenth Avenue
Suite 101
Baldwin, WI 54002

Send an Email

Facebook LinkedIn

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators