Shafer Financial Services

Shafer Financial Services Strategies for Pursuing Wealth While Minimizing Taxes

Team effort supporting Salvation Army in Baldwin.   Merry Christmas to all!
12/26/2021

Team effort supporting Salvation Army in Baldwin. Merry Christmas to all!

11/25/2021

We wish everyone a Happy & Blessed Thanksgiving!

MassMutual HealthBridge program is a free life insurance program for eligible healthcare workers on the front line of th...
11/17/2020

MassMutual HealthBridge program is a free life insurance program for eligible healthcare workers on the front line of the COVID-19 pandemic. For more details click here:

Are you a healthcare hero protecting us during the COVID-19 pandemic? If so, MassMutual has created a new life insurance program for you, paid for by us.

Have a great Labor Day weekend!
09/07/2020

Have a great Labor Day weekend!

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that...
08/31/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

07/11/2020

Now is the time to plan for the unexpected. Use this handy guide to make sure your beneficiaries are up to date and avoid costly probate mistakes.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events impa...
07/07/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events impacting the market and economy over the past few weeks in the July 2020 Market and Economic Update Video.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

Happy Independence Day!
07/04/2020

Happy Independence Day!

Happy Father’s Day!
06/21/2020

Happy Father’s Day!

06/14/2020
Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that...
05/27/2020

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks in the June Market & Economy Update.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy...

Today we remember all those who have served bravely.
05/25/2020

Today we remember all those who have served bravely.

Address

550 10th Avenue, Ste 101
Baldwin, WI
54002

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm

Telephone

+17156843727

Alerts

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