Schramm Financial

We are a team of experienced financial planning professionals dedicated to helping individuals and families achieve their financial goals and secure their future. With over 20 years of combined experience, we have established strong relationships with clients by providing personalized investment advice and comprehensive financial planning services.

Our Mission

Our primary goal is to empower our clients by providing clear, concise guidance and support throughout their financial journey. We take a holistic approach to wealth management, considering your unique circumstances, aspirations, and financial goals to create a customized plan that aligns with your individual needs.

What We Do

We offer a wide range of services to meet your diverse financial needs, including:

• Retirement planning: Developing and implementing personalized plans to maximize your retirement savings and investments.
• Investment management: Developing and executing a tailored investment strategy that aligns with your risk tolerance and financial goals.
• Estate planning: Creating comprehensive estate plans to ensure your assets are protected and your financial wishes are followed.
• Wealth management: Providing guidance on wealth preservation, diversification, and tax optimization strategies.
• Financial education: Empowering you with valuable knowledge and tools to make informed financial decisions.

Who We Serve

We primarily serve two primary groups:

• Individuals planning for retirement: Retirees and pre-retirees seeking guidance on maximizing their retirement savings, investments, and lifestyle planning.
• Petrochemical plant retirees and small business owners: Individuals transitioning out of their careers and seeking personalized guidance on their retirement plans, investments, and new financial goals.

Our Approach

We believe in building strong, lasting relationships with our clients by:

• Active listening: We take the time to understand your individual needs, goals, and concerns.
• Transparency: We provide clear and concise explanations of our processes, fees, and potential outcomes.
• Client-centered focus: We prioritize your needs and goals, tailoring our services to your unique situation.
• Continuous communication: We stay in regular contact with you to review your progress, address changing needs, and make necessary adjustments to your plan.