Strategic Resources Planning

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 planning needs enables us to provide you with cost effective, professional & personal financial planning and wealth management.

Ask us for a second opinion of your current portfolio and we will write you an Investment Policy Statement - free of charge!  Just email Jeff at this address for your second opinion: jeff@shofferwealthmgt.com

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Retirement Plans for the Self-Employed Dangle Tax Benefits

Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.

Looking Back, Looking Ahead

See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.

Protection to Help Your Family

Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.

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Market Watch

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck