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Looking for a financial advisor who understands your life,
not just your portfolio?


At Schaefer Financial Services, we offer dedicated wealth management to build
a strategy tailored to your goals — on your schedule.

It begins with a plan, that focuses on clear, specific goals (short, mid, long-term),
budget management, saving and investing to guide long-term wealth and security.

Get Started

Selecting the right financial advisor is an important step in your pursuit of wealth.

Plan With Confidence

Planning often refers to the importance of setting goals, outlining strategies, and organizing activities to accomplish personal objectives.

Begin Your Financial Plan In-House Investment Support Transparent & Straightforward Fees

Who Do I Work With?
People Like You

Whether you are a young investor starting out, business owner ready to grow, pre-retiree in need of a retirement strategy, or retired and in need of an actively managed plan –
your financial strategy matters to you and it will matter to me.

Portfolio Management

Portfolio Management

It begins with a plan to strategize investments aligned with your life goals.

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Retirement Plans

Retirement Plans

It begins with a plan to help you prepare for tomorrow and make the most of today.

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Tax Planning Strategies

Tax Planning Strategies

It begins with a plan to help maximize your giving while addressing taxes.

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Business Ownership

Business Ownership

It begins with a business plan that aligns with your personal plan.

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Education Planning

Education Planning

It begins with a plan to help your child pursue their dreams.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "How Much Do You Know About Investing?"

Providing Knowledge
As A Tool

Whether you are a young investor starting out, business owner ready to grow, pre-retiree in need of a retirement strategy, or retired and in need of an actively managed plan – your financial strategy matters to you and it will matter to me.

Password Protection Strategies

Password Protection Strategies

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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

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The Wild West of Data Theft

The Wild West of Data Theft

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Your financial future begins here.

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