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Schaffer & Company Asset Management, Inc.

Retirement Planning

Whether you are planning your personal retirement strategy or are in need of a quality retirement solution for your organization or management executives, Schaffer & Company can assist you in developing a retirement plan that best fits your financial situation and goals.

Schaffer & Company Asset Management Services

Retirement planning is in many ways an inventory process in which you must examine your current status, project your future need, and calculate how much you must save to meet those needs. We will work with you step-by-step to develop a personal retirement plan that fits your specific goals and circumstances. Your personal consultation includes:

Estimating your risk tolerance
Identifying realistic goals
Anticipating living expenses
Reviewing investment selections
Estimating retirement income needs
Assisting in asset allocation
Calculating cash value projections
Life Insurance Planning

Personal Consultation

Schaffer & Company retirement planning experts can help you design and implement personal and corporate retirement strategies. Contact us for a personal consultation.

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Phone us at: 585-621-3300 or toll-free at 888-225-1350

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