Randy Shaffer, Social Security Planning Specialist
Randy Shaffer
Shaffer Financial
Professional Profile
Randy Shaffer of Shaffer Financial brings an impressive 46 years of experience in financial advisory services, specializing in helping those close to or in retirement. Based in Conneaut Lake, PA, Randy is dedicated to guiding clients through the complexities of retirement income, wealth management, tax planning, and Medicare planning. His extensive knowledge ensures that his clients receive comprehensive strategies tailored to their unique needs.
As a certified financial planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP), Randy combines expertise with a genuine commitment to his clients’ financial well-being. His focus on retirement planning allows him to deliver reliable, informed advice that empowers clients to make sound financial decisions and secure their future.
As a holder of the NSSA® designation in Social Security planning, Randy Shaffer brings specialized knowledge of Social Security planning to every client relationship.
Randy’s reputation as a trusted advisor stems from his attentive approach and deep understanding of the financial landscape. Whether you're navigating Social Security benefits or optimizing your retirement income, you can count on Randy to provide the guidance and support you need on your path to financial security.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.