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 |
Shoffer Wealth Management, LLC |
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