Jeffrey Shaffer draws on his banking and financial industry experience dating back to 2001 to inspire and motivate his clients to reach their goals. He works in partnership with his clients to identify their needs. Jeffrey selects the appropriate financial strategies, and provides ongoing consultation.
Jeffrey helps individuals and families, as well as small business owners, define their financial goals and dreams. He takes the time to understand his clients’ specific situation and needs, then designs a financial plan that becomes a roadmap to lead them from where they are now to where they want to go.
With the appropriate combination of planning and financial instruments, Jeffrey helps his clients have money available for emergencies while protecting their income from the consequences of an unexpected injury or death. He enjoys helping families get their children and grandchildren in those college caps and gowns.
Jeffrey is an expert at helping retirees enjoy a secure retirement lifestyle, free from major financial concerns, and making sure their legacy is passed on to their heirs with honor and dignity.
Along with Life, Health and Annuity insurance licenses, Jeffrey maintains Series 4, 6, 7, 24, 63 & 66 General Securities Representative registrations with the Financial Industry Regulatory Authority.
Working the family farm as a youngster instilled a work ethic in Jeffrey that is evident in his practice. His interests outside of work include reading, fishing, cooking, hunting and golf. Jeffrey’s favorite pastime is his family; wife, Michelle, and daughter, Olivia.
Jeffrey welcomes the opportunity to help you achieve your financial goals. He is available to meet with you in his office, at your local branch, or if more convenient, your home or place of business.