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Comprehensive Financial Planning | Professional Investment Management
Services for Businesses | Wealth Management | Cash Management | Risk Management | Securities

Comprehensive Financial Planning

Shaping your financial path involves choosing from many possible directions and selecting the most appropriate resources to support those choices. Your comprehensive, personalized financial plan will incorporate all the elements of your financial picture into a unified whole. We will also help you take advantage of potential market opportunities, investment products and financial services that best fit your objectives, needs and values.

  • Net Worth Analysis
  • Cash Flow Planning
  • Strategic Asset Allocation
  • Retirement Planning
    • Traditional IRAs
    • Roth IRAs
    • Qualified Retirement Plans
    • Company Retirement Plan Rollovers
  • Education Planning
    • Education Savings Accounts
    • 529 College Savings Plans
    • Custodial Accounts
  • Trust and Estate Planning
  • Insurance and Annuities
  • Liquidity and Cash Flow Strategies
  • Tax Planning and Liability Management
550 Polaris Parkway, Suite 540 | Westerville, OH 43082 | Phone: 614-891-1200 | Toll-Free: 877-891-1213 | Fax: 614-891-7360 | E-mail: info@shaffercapitalllc.com | Map
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Planning and advisory services are offered through Shaffer Capital Advisers, LLC., a Registered Investment Adviser and subsidiary
of Shaffer Capital, LLC., which are independent entities from Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC.