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Working with You to Build Your Wealth

We are committed to the life-long financial success of our clients. We believe in a wealth management model that fits your busy lifestyle and meets your unique goals. Our team is dedicated to helping affluent clients achieve a well-designed life with financial security and peace of mind. We ensure this by offering specific and collaborative solutions to help simplify increasingly complex lives. Our team is devoted to understanding you, your family, and the values that will protect your legacy for generations to come. Our goal is for you to realize your lifelong investment goals and dreams.

Schaefer Financial Q1 2022 Market Review

Did you know? The S&P 500 energy sector returned 40.54% in Q1 of 2022, while the total index return was down 3.77% as of March 31st.

How does that make any sense?

Find out the answer to that question and more as Chris Schaefer, Branch Manager and Senior Wealth Advisor discusses some Q1 market insights and dives into how sector performance effects overall market return. Click here.






2022 Federal Budget Highlights

Below you will find some of the notable highlights from the 2022 Federal Budget released on April 7, 2022. If you're curious about the potential impact of these changes on you or your portfolio, please contact Schaefer Financial for more information. 



Products and Services

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


Discovery, Presentation, Account Opening, Wealth Plan.

Investor Resources

Quarterly "Compass Newsletter", Financial Calculators, Useful Links

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