"Chance favors the prepared mind."

- Louis Pasteur

Our Process

As independent advisors, we are your financial advocates for your important financial decisions. Information and education is an infinite part of our process, and communication will ultimately determine the success of our relationship together.

Shaffer Wealth Management delivers a consistent process for clients that we serve. Only through rigorous preparation can we help our clients attain the highest probability of reaching their financial goals.

Target icon

  • Data gathering

  • Financial “Stress Test”

  • Budgeting

  • Current cash flow projection

  • Goal and values discussion

Strategies icon

  • Revise and refine analysis

  • Construct and allocate portfolios

  • Create sustainable cash flow solution

  • Design a plan to maintain or reach objectives Implement a spending target or Investment Policy

3 Gears

  • Review goals and objectives

  • Monitor progress toward goals

  • Analyze performance

  • Adjust to financial market environment

  • Examine tax and legal changes

Magnifying glass icon

  • Coordinate with other tax and legal advisors

  • Educate other family members as needed Implement cash flow strategy

  • Consolidate accounts

  • Simplify “Financial House”

  • Provide fee analysis and transparency

Learn More About Shaffer Wealth Management

Legal & Privacy

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2022 Hightower Advisors. All Rights Reserved.