SHAFER FINANCIAL INC
LYME, NH

Shafer Financial Inc., incorporated on December 14, 2006, is a fully domesticated Missouri corporation (DOMP) based in Lyme, Pinellas County, Florida. The company operates under the filed number P06000153605 and manages financial products such as Economic Income Annuities with Indexed Universal Life Insurance elements (EIULs), often contrasting them against traditional investment options like index mutual funds. Shafer Financial Inc. emphasizes long-term retirement planning strategies, highlighting uncertainties in life expectancy and advocating for robust financial preparations. The company clarifies common misunderstandings about EIULs by explaining that they do not invest directly in the stock market but rather use a combination of fixed bonds, treasuries, and European-style options on indices. Located at PO BOX 132 in Lyme, NH, with its operational mailing address in Florida, Shafer Financial Inc. can be contacted via phone at (727) 804-9271 or through their website at shaferfinancial.com. The company is led by David K. Shafer and maintains compliance with state regulations, reflected in its latest annual report from January 28, 2024. Shafer Financial Inc.'s financial products are designed to deliver stable returns with protective guarantees, making them suitable for clients focused on long-term savings. Their offerings include participation rates typically at 100%, though potentially higher, and adjust cap rates based on interest rate environments to maintain solvency and performance stability. Additionally, Shafer offers income riders within fixed indexed annuities to provide guaranteed retirement income. Overall, Shafer Financial Inc. presents itself as a reliable advisor in the realm of financial planning for retirement and long-term wealth management.