Tell Us a Little About Yourself and We’ll Give You a Link to Download Our New Whitepaper, It’s As Simple As That.
Having Questions About Social Security? We’ve Got Answers.
Watch Kellett Schaffner Wealth Advisor Jared address one of the 5 most asked Social Security Questions.
Meet Kellett Schaffner
Financial Planning Made Simple
How We Do It.
Financial planning can be downright confusing. But, no matter where you are in life, ensuring you have a solid financial plan is key. That's why we offer a wide variety of financial services for people of all experience levels, ages, and walks of life.
Customized For You.
Our customized risk understanding and planning process is designed to help you choose the best ways to manage your money. We keep it simple and straightforward. Just what you need to succeed, whether you’re a novice or a seasoned veteran, so you can enjoy Financial Confidence.
Why Kellett Schaffner? No Pressure, No Hard Sell.
We want you to know us and understand how we can help you before you trust us with your nest egg. There’s never any pressure or obligation. This is an important decision, so we always request that you sleep on it before you choose to work with us.
Meet Your Team
Kellett Schaffner is locally owned and operated. We’ve been your neighborhood wealth advisors for the last decade. We pride ourselves on being personable, knowledgeable and friendly. We have years of service helping people achieve Financial Confidence. Put our experience to work for you. Set up an appointment to talk with us about your financial situation and future goals. We look forward to talking with you.