Schaefer Financial Management

Our Philosophy

At Schaefer Financial Management, we believe financial planning should be a collaborative, personalized journey aimed at achieving your unique goals and aspirations. We understand that your financial life is deeply personal, and we tailor our strategies to your individual needs and circumstances.

Who We Are

Founded over 30 years ago, Schaefer Financial Management is a team of experienced and qualified professionals with a deep understanding of the financial landscape. We are committed to providing personalized and compassionate financial guidance to individuals and families throughout all stages of their lives.

How We Do It

Our process begins with open and honest conversations to understand your individual goals, concerns, and aspirations. We take the time to listen and learn about your financial situation and dreams for the future. Based on your unique needs, we will create a personalized financial plan that includes:

• Investment & Portfolio Management: Building a portfolio aligned with your risk tolerance, goals, and time horizon.
• Retirement Planning: Developing a strategy to maximize your pension contributions and investment returns.
• Tax Planning: Optimizing your tax strategies to minimize your liabilities and maximize your wealth.
• Estate Planning: Establishing a robust estate plan to protect your assets and ensure your wishes are respected after your passing.

How We Manage Money

We believe in a proactive and transparent approach to financial management. We track your investments and expenses, providing regular reports and updates to ensure you are always informed and in control of your financial situation.

Our Background

Throughout our history, we have guided clients through economic cycles, market volatility, and personal life changes. We have built a reputation for integrity, empathy, and personalized service, earning the trust of generations of clients.

Our People

Our team of experienced professionals is committed to providing you with exceptional service and guidance. We are passionate about helping you achieve your financial goals and live a fulfilling life.