My Background

Your financial goals are within reach

Your story, your needs and your goals aren’t exactly the same as anyone else’s. Your financial strategy shouldn’t be either. That’s where I come in.

As a financial professional, I am able to offer you guidance that can help you achieve your dreams and goals. I’m dedicated to providing a tailored, knowledgeable, and honest approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect integrity, professionalism, and respect.

As a proud resident of Raleigh, NC, I have a vested interest in seeing my community thrive. When working with me, I’m happy to share all the resources and information that I have available.

Personally, I’m a loving father, son, and partner. When I’m not working with my clients, I enjoy the following hobbies: hiking, traveling, and cooking. I’m also an active member of my community and regularly mentor students, serve on the board at a local non-profit, and organize drives for local charities and organizations.

Now I’d like to hear your story and get started on a tailored strategy to help you reach your unique financial goals.


Thomas Schaffer is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, GA, MD, ME, MO, MT, NC, NH, OH, PA, SC, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

Thomas Schaffer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4140 Parklake Ave Ste 450, Raleigh, NC, 27612, 919-332-1957. In this regard, this communication is strictly intended for individuals residing in the states of CO, MD, MT, NC, OH, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Schaffer is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, MD, MT, NC, OH, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

TRANSITIONS FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither TRANSITIONS FINANCIAL STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​