Services

It doesn’t matter where you are in life, ensuring you have a plan is the most important thing.

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Kellett Schaffner Wealth Advisors, LLC offers a wide variety of financial services for people of all ages. Whether you are just starting out, or nearing retirement age, the Kellett Schaffner Wealth Advisors, LLC team can provide the knowledge necessary to make those important decisions. Service include the following:

  • Comprehensive Financial Planning
  • Retirement Income Strategies
  • Estate Planning
  • College Planning
  • Individual Income Tax Planning and Preparation
  • Company Retirement Plans
  • Investment Management
  • And much more…

CONTACT US today to learn more about us and how we can help you!