Schaefer Wealth Management

Our Vision

Our mission is to empower individuals and families to achieve lasting financial security and pursue their dreams through comprehensive financial planning and investment management. We believe in transparent communication, personalized guidance, and a collaborative approach to wealth management.

Who We Are

Schaefer Wealth Management is an independent financial advisory firm serving clients since 1989. Our team of experienced professionals has a proven track record of success in developing and implementing tailored financial plans for clients across all stages of their financial lives. We are committed to providing personalized attention, clear explanations, and innovative solutions to complex financial situations.

What We Offer

We offer a comprehensive array of financial services, including:

Financial Planning

• Comprehensive financial plans tailored to your individual goals and objectives
• Retirement planning and income strategies
• Tax planning and optimization
• Estate planning and legacy preservation
• Risk management and insurance review

Investment Management

• Customized portfolio construction based on your individual goals and risk tolerance
• Comprehensive rebalancing and ongoing monitoring
• Access to a diversified range of investment options
• Transparent reporting and communication

Market Insights

• Monthly market review providing insights on the economy and financial markets
• Access to exclusive research and analysis

Our Approach

We believe in a collaborative and client-centered approach to wealth management. Our planning process is designed to:

1. Understand: We take the time to understand your individual goals, risk tolerance, and financial situation.

2. Develop: We work with you to create a personalized financial plan that aligns with your needs and aspirations.

3. Implement: We execute your plan efficiently and effectively.

4. Review and Update: We regularly review and update your plan to ensure it remains relevant and effective over time.

Our Values

• Client-centricity: We prioritize your needs and goals in every interaction.
• Integrity: We adhere to the highest ethical standards and transparency in all our dealings.
• Expertise: We maintain a deep understanding of the financial landscape and stay abreast of industry trends.
• Collaboration: We work with you as a partner, fostering open communication and shared decision-making.