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.

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Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform

The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.

Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

An Introduction to Trusts

A properly constructed trust can serve many purposes for families — and not just for the wealthy.

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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