Welcome
Managing your financial matters is an important and challenging responsibility. Working with a trusted advisor can contribute greatly to ensuring your financial success. It is our mission to provide our clients with the highest level of service and advice possible. We will help you to achieve your financial goals by mapping out and implementing a strategy that is right for you.
The Shaffer Group at Smith Barney honors a fundamental rule of wealth management: No one strategy is perfect for everyone. We recognize and respect the unique financial goals of each of our clients and seek to help them establish a personalized program that is both appropriate for today and flexible enough to meet the challenges of tomorrow.
FEATURED REPORT
BULLETIN BOARD
- The Global Investment Committee meets regularly to discuss changing global market conditions and the impact on asset allocation recommendations provided to clients.
- Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
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Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
