Shafer Investment Management

Solutions

As advisors, we focus on helping you pursue your financial goals. Whether it’s saving for college, taking your dream vacation, or pursuing the retirement you've worked for. We offer services and solutions that can assist you with your financial future.

Investments

Align your goals with your investment strategy through a full suite of products including fixed income securities, equities, futures, commodities, and more.

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Retirement/Estate Planning

Retire on your terms with a variety of retirement strategies, plans and accounts for individuals and small business owners. Provide a legacy for your loved ones with tax optimized intergenerational wealth transfer strategies. 

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Insurance & Annuities

Protect your lifestyle and anticipate the unexpected with products that can offer you a steady stream of income in retirement.

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About James Shafer, CFP

James Shafer, CFP® has been a financial professional since 2007, following a 16-year career in store operations for a prominent retailer. His interest in business and finance has been lifelong, leading him to earn a bachelor's degree in business administration with a minor in computer science and emphasis in economics. James is a Registered Representative and Investment Adviser Representative, holding the Series 7 and 66 licenses as well as Texas General Lines Agent for life, health, and variable contracts. In 2016, James became a CERTIFIED FINANCIAL PLANNER™ licensee.

A strong belief in family and community, James has been married for 25 years and has two sons. Over the years, James has been active in the Amarillo community through several charities and clubs. James is an avid golfer, enjoys camping and being outdoors with family.

James Shafer

Certified Financial Planner