Shaffer Capital advises both individual and business clients in defining and pursuing their financial objectives and fiduciary responsibilities.
Our individual clients include accomplished professionals, entrepreneurs, and business owners who want to provide for an enjoyable retirement while at the same time addressing and identifying their other financial goals. Each individual’s financial path is shaped by a wide variety of factors, including personal history, family structure and dynamics, career direction, attitudes about saving and spending, plans for the future, tolerance for financial risk, among others.
Shaffer Capital’s business clients are concerned with addressing their personal liability and responsibilities as retirement plan sponsors while offering a retirement plan solution that meets the needs of their employees. Given the recent changes at the Department of Labor and Employee Retirement Income Security Act (ERISA), retirement plan sponsors are seeking ways to limit their personal liability by working with a 3(38) or 3(21) retirement plan fiduciary adviser. By working with a 3(38) or 3(21) plan fiduciary, you have the assurance that the adviser is required, by law, to put the best interest of the retirement plan participants first and is accountable to do so.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 550 Polaris Parkway,
- Phone
- 614-891-1200
- in****@****tal.net
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- shaffercapital.net
- Keywords
- Financial Planning, Investment Management, Employer-Sponsored Retirement Plans, and Life, Disability & Long Term Care Insurance.
- HQ
- Westerville, OH
Shaffer Capital, Llc Questions
Shaffer Capital, Llc's helpline number is 614-891-1200
Shaffer Capital, Llc's website is shaffercapital.net
Shaffer Capital, Llc's LinkedIn profile is https://www.linkedin.com/company/shaffer-capital
Shaffer Capital, Llc has
5 employees.
View email and phone details for 5
employees at Shaffer Capital, Llc.
Shaffer Capital, Llc's industry is
Financial Services
Shaffer Capital, Llc's top competitors are
Nirvana Healthcare Ventures,
Tissutrak,
Women's Small Business Accelerator (Wsba),
Pistacia Vera,
World Choice Securities, Inc,
Expertaste Marketing,
Blue Curve Advisory,
Business Help Source,
Shaffer Capital Inc.,
Lumos Innovation.
Shaffer Capital, Llc's support email address is info@shaffercapital.net
Shaffer Capital, Llc's categories are Financial Services
Shaffer Capital, Llc's founding year is 2009
