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?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

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

More Calculators →

Preparing for Libor to Leave the Building

The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.

Did You Know Medicaid May Pay You as a Family Caregiver?

Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.

When Two Goals Collide: Balancing College and Retirement Preparations

This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

What the Red-Hot Job Market Means for Workers

A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.

More Newsletters →

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