A Client Focused Vision

The Schaefer Financial Group offers over a century of combined experience in wealth management. The longevity of their relationships and business success speaks to the essence of their team. They are a close group of dedicated professionals who are united in achieving a common vision to provide clients with a high-level consultative process. They pride themselves in their long history of working together to deliver positive results for their clientele, an exclusive group of affluent individuals, families and corporations. While building wealth is essential, their focus is on preservation of capital, creating opportunities for growth and income generation. The team will customize a wealth management plan to preserve and transition your wealth, while minimizing your taxes.

Committed to life-long financial success of their clients, they believe every client has unique goals and circumstances. They are dedicated to helping their clients achieve a simple and elegant life with peace of mind and security. By taking a long-term holistic wealth strategy approach, involving your values, priorities, relationships and wishes, they get a “big picture” of your lifelong investment goals and dreams.


Products and Services

Financial Management Planning, Advisory Services, Wealth Management & Investment Strategies.

Process

Discovery, Presentation, Account Opening, Wealth Plan.

Investor Resources

Quarterly "Compass Newsletter", Financial Calculators, Useful Links

Contact Us

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