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Life is too precious to waste it worrying about money.

Life is too precious to waste it worrying about money.

We'll partner with you to help you gain peace of mind and achieve your long-term financial goals.

You have money questions. We have answers.

How much will I need to retire?
What investments are right for me?
How can I make sure my family is financially secure?


We understand how overwhelming it can be to figure the best way to manage your money. You don't have to do it alone!

We can help answer your questions and create a custom plan for your financial future.

 

No more second guessing.

With a dedicated partner in your corner, you can move closer towards your financial goals with certainty.

Retirement

Does the prospect of retiring scare you more than it excites you? We'll help you chart a clear course so you can retire with confidence.

Investments

Do you feel like you are rolling the dice when deciding where to invest your money? We'll help you design a portfolio that's right for you.

Cash Flow Analysis

Are you not sure where your money is going? We’ll help you get clarity into your finances and make any necessary adjustments to help meet your goals.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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<strong>Clarity is just a phone call away.</strong>

Clarity is just a phone call away.

We are a family business that's in the business of helping families.

 

We truly care about each of our clients, and we share in your goals for creating a secure and satisfying financial future for you and your family. 


We are committed to helping you anyway we can and are always available to provide sound and honest guidance.

Schedule a Call
Schedule a call and let us know how we can help you create a secure financial future.

Schedule a call and let us know how we can help you create a secure financial future.

Call Us

717-940-0409


Email

dshaffer@kfmadvisors.com