David Schaeffer is the founder and CEO of American Retirement Advisors. His firm has been specializing in the area of holistic Retirement Planning since 2000. “Big or small, we help 'em all!” He proves it too by having been named one of the fastest-growing privately held companies in Arizona 3 years in a row and the 12th fastest-growing financial services company in the nation by Inc 500. David leads by example as one of only 7,000 retirement planners to have been awarded the Certified Senior Advisor® (CSA) designation in the United States.
He founded his companies, American Retirement Advisors and 123EasyMedicare, to take the confusion out of the retirement process while vowing to always have his client’s best interests in mind whether he was compensated or not. He has been recognized in magazines such as Forbes and Inc 5000 for pioneering the concept of a "Medicare Fiduciary.” David is an award-winning Certified Medicare Planner®, Certified Senior Advisor®, best-selling author, and speaker.
He continues his mission of making healthcare and retirement planning 123Easy through workshops just like this one.