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Our financial advice team


Liz Shaffer, Financial Advisor serving the Bedford, TX area - Ameriprise Advisors

Liz Shaffer

CFS®, CRPC, RICP®, CEPA®

Financial Advisor

Chartered Retirement Planning Counselor™
MomentUs Wealth Management
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 19 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Family Finances

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®
  • CEPA® Certified Exit Planning Advisor

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Hospice Volunteer
  • Meals on Wheels Volunteer

Interests

  • I enjoy helping others enhance and enjoy their lives
  • I love spending time with family and friends
  • Staying active in church activities
  • Spending time riding jet skis, boating and fishing
  • I enjoy doing Meals on Wheels deliveries to people