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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How a Pension Could Affect Social Security Benefits

The potential impact on Social Security benefits by the Windfall Elimination Provision and the Government Pension Offset.

Insurance with Potential Cash Value

Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.

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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