Shafer Financial Service SC

At Shafer Financial Services, we've been helping families, individuals, and businesses plan for their financial futures for over three decades. Founded in 1992 by Marsha Shafer, our family-owned and operated business has been dedicated to providing expert financial guidance and advice to our clients. In 2005, Marsha's son, Chad, officially joined the firm, bringing his own expertise and passion for financial planning to the table.

Our Commitment

At Shafer Financial Services, we are committed to taking the time to understand our clients' unique financial needs and goals. We believe that every individual, family, and business has their own unique financial story, and we're dedicated to helping them achieve their financial dreams. Whether it's planning for retirement, college, or simply building a secure financial future, we're here to guide you every step of the way.

Our Services

Our comprehensive approach to financial planning includes:

Retirement Planning: We'll help you create a customized retirement plan that meets your unique needs and goals.

Investment Management: We'll work with you to develop a diversified investment strategy that aligns with your Risk Tolerance and financial objectives.

Family Risk Management: We'll help you protect your loved ones and your assets with a comprehensive risk management plan.

Business Planning: We'll work with you to develop a business plan that aligns with your company's goals and objectives.

Income Tax Planning & Preparation: We'll help you navigate the complex world of tax planning and preparation, ensuring you're taking advantage of all the tax savings available to you.

Financial Calculators: Our online financial calculators can help you estimate your retirement income, calculate loan payments, and more.

Financial Articles & Videos: We're committed to staying up-to-date on the latest financial trends and insights, and we're dedicated to sharing our knowledge with our clients.

Experience and Expertise

At Shafer Financial Services, we pride ourselves on our experience and expertise in the financial services industry. With decades of combined experience, our team is dedicated to providing the highest level of service and expertise to our clients.

Avantax Affiliation

We're proud to be affiliated with Avantax, a leading provider of financial services. This affiliation gives us access to a wide range of investment products and services, as well as training and support from industry-leading professionals.