Certified Wealth Preservation Planner™ Dale Shaffer has been in the financial industry for over 20 years. He has a degree in finance, holds membership in the Wealth and Wisdom Institute, and does college planning.
Many adults are not aware of the array of different options available to finance their retirement. Information that is found through research on the internet is, unfortunately, often incorrect.
EMS Financial Enterprises is for adults planning for retirement, including parents who must make the choice between their children’s college education and their own secure retirement, or other limiting variables in-between. Usually these tough calls are unnecessary. As an astute specialist in the retirement planning field who provides an unrivaled level of service, Dale Shaffer strives to educate his clients on how to prepare wisely and avoid loss by providing conservative options with minimal risk. His experience, compassion, and know-how set him apart from others. He will show you how to navigate the difficult retirement planning process in order to secure both your and your child’s future.
Dale continually takes advantage of WPI’s wisdom and knowledge that only years of front line experience in all facets of financial planning can bring. You will have this same advantage as well. He will also educate you on how to pay for your child’s college education without jeopardizing your retirement. Evaluating current retirement savings, annual and projected contributions and matches, along with any other anticipated retirement resources will give parents advanced knowledge which could make the difference between unintentionally having to work well beyond their desired retirement date and a happy retirement. While parents are free to make their own decisions with respect to how much to commit to their retirement, Dale wants his clients to have the ability to make these decisions with adequate knowledge and consideration of the net financial impact. A retirement forecast provides insight that can avoid putting your financial future into unnecessary jeopardy.