Marcus Shaffer (AIF®, CFP®, EA)
Marcus Shaffer focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Special Needs Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Special Needs Planning
Planning Specialties
We serve successful individuals and families, business owners and retirement plan sponsors. Each client has their own needs, desires, roadblocks, and big picture goals. What they have in common is a desire to do the best for themselves and those around them – this could mean their family, their employees or their community. We help address the financial needs so our clients can spend their limited time nurturing relationships and exploring passions.
We have a compassionate understanding for the needs of our clients and spend time walking them through any specific concerns they may have.
Over the years, we have developed vast experience helping the following unique groups:
- Multi-Generational Families
- Doctors and Medical Professionals
- Special Needs Families
Additional Information
Our Process
We start by asking the question: Where do you want to be?
This sparks a discussion that helps us uncover what means the most to you and the type of financial plan you need to get the most out of life. It also helps us uncover potential roadblocks and opportunities so we can meet them head on. While each client will experience our rigorously researched and implemented investment strategies, the other pieces of your financial plan are dictated by your choosing. We incorporate areas such as estate planning, college funding, generational wealth transfer, tax management, philanthropy and insurance strategies – all are available if and when you need them.
Don't worry about missing something. We meet regularly to keep up on what's happening in your life. Financial planning is a process, and we will continue to review and recalibrate your plan as your life evolves.
- Goals & Needs Discovery
- Obstacles & Opportunities
- Plan Presentation
- Plan Agreement & Implementation
- Review & Recalibration
NAPFA Start Date
February 09, 2016
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