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Matthew E. Shaffer, MBA, CFP®

Shaffer Capital

550 Polaris Pkwy
Ste 540
Westerville, OH 43082
Phone: (614) 891-1200
Fax: (614) 891-7360

Toll-free: (877) 891-1213

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Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Succession Planning
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.