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About Us

We are an experienced multi-generational team of advisors dedicated to providing our clients with an unparalleled standard of practical financial advice and investment management.

As Certified Financial Planners (CFP®), we provide guidance on a wide range of financial matters including financial planning, asset allocation, retirement planning and income solutions, charitable/legacy planning, education funding and inter-generational wealth transfer.

We conduct a coordinated analysis of all your investments, including assets held outside of Shaffer Wealth Advisors, so you can understand your overall portfolio diversification, your exposure to risk, and market fluctuations.

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