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
Learning Center
  • 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.

Calculators

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 →

Newsletters

Student Loan Stress? These Plans Might Help

This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.

Early Retirement and Your Tax-Deferred Savings

Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

Prices and the Economy

Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.

HOT TOPIC: The SECURE Act and Your Retirement Savings

A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

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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