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How does the advisor help clients – Key Takeaways:
SCHAEFFER FINANCIAL & TAX, LLC provides personalized financial guidance to clients to help them achieve their financial goals. Their team of experienced advisors is dedicated to providing comprehensive and innovative solutions for their clients’ unique financial situations.
Facts and Insights
SCHAEFFER FINANCIAL & TAX, LLC has been in business for over 15 years and has grown to manage over $500 million in assets. They have a team of 10 advisors who are highly trained and knowledgeable in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
SCHAEFFER FINANCIAL & TAX, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
- Education planning
Client Types
SCHAEFFER FINANCIAL & TAX, LLC works with a variety of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation
SCHAEFFER FINANCIAL & TAX, LLC uses a fee-based compensation structure, meaning they charge a percentage of the assets they manage. This ensures that their interests are aligned with their clients’ and they are motivated to help their clients grow their portfolios.
Background
SCHAEFFER FINANCIAL & TAX, LLC was founded by John Schaeffer, an experienced financial advisor with over 25 years of experience in the industry. He holds a Certified Financial Planner (CFP) designation and has a strong background in tax planning and investing.
Financial Advisor Disclosures to Know
In order to provide transparency and build trust with their clients, SCHAEFFER FINANCIAL & TAX, LLC discloses all potential conflicts of interest and any past disciplinary actions by their advisors. They strive to maintain a high ethical standard and always act in the best interest of their clients.