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Strategic Resources Planning

Shoffer Wealth Management, LLC. Markets at a Glance. Shoffer Wealth Management, LLC. A Wealth Management Firm. Shoffer Wealth Management is well known for its skill in wealth management and financial planning. We provide clients with traditional wealth management services as well as comprehensive tax, insurance, and estate planning services. We also provide exit planning to America's business owners. Taking responsibility for providing and/or supervising all aspects of our clients' financial ...Employers...

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Strategic Resources Planning, Inc.

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Shoffer Wealth Management, LLC. Markets at a Glance. Shoffer Wealth Management, LLC. A Wealth Management Firm. Shoffer Wealth Management is well known for its skill in wealth management and financial planning. We provide clients with traditional wealth management services as well as comprehensive tax, insurance, and estate planning services. We also provide exit planning to America's business owners. Taking responsibility for providing and/or supervising all aspects of our clients' financial ...Employers...
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Strategic Resources Planning | your-personal-cfo.com Reviews

https://your-personal-cfo.com

Shoffer Wealth Management, LLC. Markets at a Glance. Shoffer Wealth Management, LLC. A Wealth Management Firm. Shoffer Wealth Management is well known for its skill in wealth management and financial planning. We provide clients with traditional wealth management services as well as comprehensive tax, insurance, and estate planning services. We also provide exit planning to America's business owners. Taking responsibility for providing and/or supervising all aspects of our clients' financial ...Employers...

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your-personal-cfo.com your-personal-cfo.com
1

Association Talks : Strategic Resources Planning

http://www.your-personal-cfo.com/Association-Talks.7.htm

Shoffer Wealth Management, LLC. Markets at a Glance. Jeff has spoken to many Associations over the years helping their members prepare for the future. If your members are interested in:. Maximizing and protecting their Businesses' Value. Insuring the Continuity of their Businesses. Learning how to sell their Business to Insiders - receiving the desired value from the business and minimizing risk while using the resources of the business should the purchaser have little or no personal capital or. Of this ...

2

Pre-Retirees and Retirees : Strategic Resources Planning

http://www.your-personal-cfo.com/Pre-Retirees-and-Retirees.5.htm

Shoffer Wealth Management, LLC. Markets at a Glance. My employer has many benefit plans and I do not know which would be best for me going into retirement. Jeff analyzed what was available. We looked at my potential spending and we decided on an allocation approach to give me maximum flexibility. How much money will I need when I retire? Will my investments give me enough money when I retire? What benefits will I lose after retirement? And can I get them elsewhere and for how much? Jeff suggested the use...

3

Our Services : Strategic Resources Planning

http://www.your-personal-cfo.com/Our-Services.2.htm

Shoffer Wealth Management, LLC. Markets at a Glance. Our investment approach is Structured Investing. We don't try to beat the market, but we take the appropriate risks to capture market rates of return. This is done using a Nobel Prize winning strategy and we don't deviate from this strategy. Shoffer Wealth Management, LLC. Please review all statements from your custodian for accuracy and let us know if you find any errors or corrections. Of this financial professional on FINRA's BrokerCheck.

4

Market Watch : Strategic Resources Planning

http://www.your-personal-cfo.com/quotes.cfm

Shoffer Wealth Management, LLC. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Please review all statements from your custodian for accuracy and let us know if you find any errors or corrections. Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck.

5

Market Watch : Strategic Resources Planning

http://www.your-personal-cfo.com/charts.cfm

Shoffer Wealth Management, LLC. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Please review all statements from your custodian for accuracy and let us know if you find any errors or corrections. Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck.

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Shoffer Wealth Management, LLC. Markets at a Glance. Shoffer Wealth Management, LLC. A Wealth Management Firm. Shoffer Wealth Management is well known for its skill in wealth management and financial planning. We provide clients with traditional wealth management services as well as comprehensive tax, insurance, and estate planning services. We also provide exit planning to America's business owners. Taking responsibility for providing and/or supervising all aspects of our clients' financial ...Employers...

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