Dale Shafer
Life Moves Wealth Management
Scottsdale, Arizona
Contact
How to contact
dale.shafer@lifemoveswealth.com, 602-223-1801
Professional Profile
Call Me When
Call me when a business owner hasn’t started planning yet, or when their advisor is waiting for assets to manage from the sale. Real value is built before the exit, not after.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business management
Capital markets
Cash management
Change Management
Estate planning
Family business
Finance
Investments
Leadership Development
Lending
Retirement
Risk management
Sales
Strategic planning
Trusts
Exit/Transition Planning
Business Focus
We provide wealth and exit planning for business owners and professionals
Professional Certification
CFP®, CBEC®, APMA®
Transition Planning Certification or Methodology
Certified Business Exit Consultant (CBEC®)
Client Industries
Business Services
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Retail
Software/Internet
Transportation/Storage
Wholesale/Distribution
Client Results
With our B.O.S.S. Method, we have a step-by-step financial planning process to optimize cash flow, reduce taxes, protect assets, and create an exit strategy that builds lasting wealth.
Advisor Resource Relationships
The International Exit Planning Association
Chapter information
Membership
Phoenix Individual
Member since
New Member
Why I'm a Member of XPX
I value the connection to other advisors on the client's success team to help deliver better outcomes for business owners before, during, and after their transition.
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