David A Sheaffer, CLU®, ChFC®, REBC®, RHU®, CASL®

Financial Advisor


David Sheaffer will take the time to get to know you and your preferences. He can help you anticipate and prepare for the best and worst scenarios. The relationship Dave establishes with you enables him to focus on your needs and what you want for your family or business.

Let David Sheaffer help you achieve a secure financial future.

Will you reach your financial goals?

Are you concerned about reaching your financial goals? If you are, please email Dave Sheaffer about a Personal Needs Analysis. A Personal Needs Analysis is a strategic examination of your financial situation and the feasibility of your financial goals.

Care to share your thoughts?
Take Dave Sheaffer's Client Satisfaction Survey

Dave would appreciate if you would spend a few minutes filling out an excellence audit for his team. To serve you better, he believes that receiving your feedback is critical. Take Dave Sheaffer's Client Satisfaction Survey.


Areas of Interest:

Visit these calculators of Dave's website for more information on:

  • Retirement Savings - Are you saving enough for retirement? Click on this calculator for practical purposes.
  • Disability Insurance - Disability, and the resulting loss of income, can be a major threat to your ability to earn income and to your economic stability.  Visit this site to see how much Disability Insurance you may need. 
  • Life Insurance - This calculator can help you think about how much life insurance you may need.


Read these articles of Dave Sheaffer's website:

For more of an overview on employee benefits, visit:  http://www.cincinnati.strategicebs.com

My Mission

Dave's mission is to help successful people become clearer about their future by helping clients solve the potential  financial problems that may occur when providing financial security for families and businesses in the event of death, disability, and retirement. By managing expectations, Dave helps clients minimize the confusion in offering innovative and cost-effective solutions for achieving their financial goals.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck