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SHAFERFINANCIALSERVICES.COM

Shafer Financial Services

Shafer Financial Services specializes in tax-wise investment and retirement strategies for all generations.

http://www.shaferfinancialservices.com/

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CONTACTS AT SHAFERFINANCIALSERVICES.COM

Shafer, Marsha

12395 W●●●●●●●ade Dr.

San●●●ego , CA, 92128

US

800-●●●●2834
sh●●●●●@hdvest.net

View this contact

null

Shafer, Marsha

12395 W●●●●●●●ade Dr.

San●●●ego , CA, 92128

US

800-●●●●2834
sh●●●●●@hdvest.net

View this contact

null

Shafer, Marsha

12395 W●●●●●●●ade Dr.

San●●●ego , CA, 92128

US

800-●●●●2834
sh●●●●●@hdvest.net

View this contact

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Shafer Financial Services specializes in tax-wise investment and retirement strategies for all generations.
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Shafer Financial Services | shaferfinancialservices.com Reviews

https://shaferfinancialservices.com

Shafer Financial Services specializes in tax-wise investment and retirement strategies for all generations.

INTERNAL PAGES

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1

Investment Management*

http://www.shaferfinancialservices.com/p/investment-center

Income Tax Planning and Preparation. Legacy and Estate Planning. About Shafer Financial Services. Our Menu of Services. Tax Related Phone Numbers. Stocks, Bonds, Mutual Funds. Variable Annuities, Fixed Annuities. Click for more INVESTMENT INFORMATION. Tax season, Shafer Financial Services (formerly known as: A. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite. Check the background of your financial professional on FINRA's BrokerCheck. Marsha Shafer, EA.

2

All Videos | Shafer Financial Services

http://www.shaferfinancialservices.com/resource-center/videos

Income Tax Planning and Preparation. Legacy and Estate Planning. About Shafer Financial Services. Our Menu of Services. Tax Related Phone Numbers. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. Have you explored ...

3

Team

http://www.shaferfinancialservices.com/team

Income Tax Planning and Preparation. Legacy and Estate Planning. About Shafer Financial Services. Our Menu of Services. Tax Related Phone Numbers. Advisory Representative, Enrolled Agent. Marsha founded what is now Shafer Financial Services in 1992, after more than a decade in the corporate world. Her background in tax, finance, and accounting provides her with a comprehensive viewpoint on financial planning* - one that. Click to read more. CPA, Registered Representative. Click to read more. Kari (Shafer...

4

Legacy & Estate Planning

http://www.shaferfinancialservices.com/p/legacy-estate-planning

Income Tax Planning and Preparation. Legacy and Estate Planning. About Shafer Financial Services. Our Menu of Services. Tax Related Phone Numbers. Legacy and Estate Planning. Click for more ESTATE information. Tax season, Shafer Financial Services (formerly known as: A. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite. Check the background of your financial professional on FINRA's BrokerCheck. Marsha Shafer, EA. Chad Shafer, CPA. If you are not a reside...

5

Glossary | Shafer Financial Services

http://www.shaferfinancialservices.com/tools/glossary

Income Tax Planning and Preparation. Legacy and Estate Planning. About Shafer Financial Services. Our Menu of Services. Tax Related Phone Numbers. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an in...

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Income Tax Planning and Preparation. Legacy and Estate Planning. About Shafer Financial Services. Our Menu of Services. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Social Security: By the Numbers. Shafer Financ...

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Hamer D. and Phyllis C. Shafer Foundation. GRANT/PROGRAM SUPPORT APPLICATION GUIDELINES. The grant/program support program at Shafer Foundation is designed to award funding to organizations that demonstrate Financial Stability and Fiscal Responsibility, Community collaboration, involvement and awareness, professional grant applications and ability to achieve promised outcomes and provides services and programs that improve community conditions. Please complete the grant application request form.

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Hamer D. and Phyllis C. Shafer Foundation. GRANT/PROGRAM SUPPORT APPLICATION GUIDELINES. The grant/program support program at Shafer Foundation is designed to award funding to organizations that demonstrate Financial Stability and Fiscal Responsibility, Community collaboration, involvement and awareness, professional grant applications and ability to achieve promised outcomes and provides services and programs that improve community conditions. Please complete the grant application request form.

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