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.
ANALYZE
Data gathering
Financial “Stress Test”
Budgeting
Current cash flow projection
Goal and values discussion
CUSTOMIZE
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
ADAPT
Review goals and objectives
Monitor progress toward goals
Analyze performance
Adjust to financial market environment
Examine tax and legal changes
Consult
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
6210 Avalon Blvd
Alpharetta, GA 30009
Office: (678) 771-6100
Fax: (678) 669-2490
Toll Free: (800) 608-7680
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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.
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