Broker Check
Sound Guidance. Wise Decisions.

Sound Guidance. Wise Decisions.

Regarding the Corona Virus

“We have been closely and diligently monitoring the Coronavirus (COVID-19) developments. The impacts are significant, and we want to assure you that the safety and the well-being of our colleagues, our families, our clients, and our communities is our top priority.

The tools that we have developed and implemented over several years allow us to perform services remotely while securely transmitting information. We will be leveraging all telecommunication utilities such as e-mail and telephone calls as well as using the postal and other similar services whenever practical.

The current situation is both challenging and fluid. Our team will continue to monitor updates and developments from all agencies. We will provide continued communications on these developments.

In the meantime, if you have questions, please contact the office. Our mission of providing value added and superior services to our clients has not changed. We will work together with you to safely and successfully navigate these unprecedented times.

Finally and most importantly, we wish for everyone's health and safety. Thank you for your trust and continued confidence.”

Welcome to Funkhouser Shaffer Financial Services!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Investment Services

Investment Services

We create strategies that are tailored to your needs and goals.

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Medicare Services

Medicare Services

Years of experience have prepared us to guide you through your life transitions.

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Insurance Services

Insurance Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Retirement Services

Retirement Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Featured Content

<p>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>Certain Uncertainties in Retirement</p>

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.
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<p>Mortgages in Retirement</p>

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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"An investment in knowledge pays the best interest." - Benjamin Franklin

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