Richard Shafer Madison - Retirement Planncer

Executive Director at Well and Good LLC

Nationality

American

Work category

Accounting and Finance

Education

Bachelor/Degree

An expert in retirement planning, Richard Shafer currently serves as the Executive Director of Well and Good, LLC, in Madison, Wisconsin. Shafer established the retirement advisory firm in 2009 to provide fiduciaries at small to mid-sized organizations with prudent retirement solutions. Businesses receive hands-on assistance from Shafer in designing every aspect of their retirement programs, including customized policy statements, investment selection, and participant education. With his extensive industry experience, Richard Shafer has been distinguished as a Fellow by the International Society of Certified Employee Benefit Specialists, Inc., earned status as a Certified Association Executive, and maintains licenses in life and health insurance.

Richard Shafer Madison's Professional Experience

2009 - Present

Well and Good LLC - Executive Director

Advisory services for retirement plan fiduciaries and special needs families.

Richard Shafer Madison's Education and Qualifications

1987

Bachelor/Degree - English, history

Duke University

Richard Shafer Madison's Additional Information

Links

Interests

College sports, vegetable gardening