Archive for the ‘News’ Category

Edward M. Burnett Earns Retirement Income Certified Professional® (RICP®) Designation

Posted on May 16th, 2016 in News by

Ed-BurnettKenosha, WI – May 16th, 2016 – Edward M. Burnett, RICP®, with The Schaeffer Financial Group, LLC has earned the Retirement Income Certified Professional® (RICP®) professional designation from The American College, Bryn Mawr, PA.

Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program.

The RICP® educational curricula is a robust and comprehensive program available to financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, retirement portfolio management techniques, mitigation of plan risks, maximize employer–sponsored benefits and help determine the best Social Security claiming age.

The RICP® provides a wealth of practical information for advisors using the most current techniques to identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals. Individuals who earn a RICP® can provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.

Ed Burnett is a Financial Advisor with The Schaeffer Financial Group, LLC, where he implements a team approach to provide financial solutions for his clients. A life-long resident of Southeast WI, Ed is married with three terrific kids, is active in his church and community, and enjoys woodworking and running. Please contact Ed for a free financial consultation at 262-551-8900 or Ed@TheSchaefferGroupLLC.com

The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu

The material contained herein has been prepared from sources and data we believe to be reliable but make no guarantees as to its accuracy or completeness. This material is published solely for informational purposes and is not an offer to buy or sell a security or investment product. Opinions and estimates are of a certain date and subject to change without notice.

The Schaeffer Financial Group, LLC is dedicated to helping you in some of life’s most important financial challenges, decisions and milestones. Our business is based on trusting relationships – rooted in industry expertise, integrity and a personal touch. We’re a team of financial experts but we also consider ourselves a family – one that will support yours.

The Schaeffer Group, LLC Welcomes New Partner, Bill Waddle

Posted on September 23rd, 2015 in News by

SchaefferTeamPersonal Finance and Wealth Management Firm Continues Expansion

Kenosha, Wisc. – The Schaeffer Group, LLC announced today that Bill Waddle has joined the firm and is now accepting new clients to support the firms growing efforts in personal finance and wealth management.

Bill Waddle joined The Schaeffer Group, LLC as a licensed financial representative in January of 2015. He is securities licensed in multiple states including Wisconsin and Illinois, and is also licensed for life, health, variable life insurance, and variable annuities.

“We are pleased that Bill has joined our firm,” said Greg Schaeffer, President of The Schaeffer Group, LLC. “As a family man, he understands how circumstances in life require solid financial foundation and will add value to the services our firm provides.”

His professional affiliations include: National Association of Insurance and Financial Advisors, and Financial Services Institute. Bill became a client nearly 20 years ago and has studied the business for many years. He maintains his membership in IBEW Local 127 as a Journeyman Electrician. Bill is involved with Toastmasters International and Meals on Wheels.

Born and raised in Kenosha, Bill and his wife Melissa have five children. They had quadruplets, Luca, Kenzie, Tate, and Taylor, in 2013, and a fifth child, named Phillip, born in 2014. Spending time with his wife and kids is Bill’s main priority outside of work. He enjoys golfing and attending sporting events.

 

About The Schaeffer Group, LLC
The Schaeffer Group, with a combined 65 years of experience, is a team dedicated to helping individuals in financial and wealth management. With values rooted in family, this team places emphasis in the organizational process with the goal of helping clients build a more prosperous financial future.

Services include stretching income, planning for the future, planning for the unexpected (such as divorce, death or loss of job), retiring, saving for college, securing future for loved ones. The Schaeffer Group includes Greg Schaeffer, President of the firm with 40 plus years in the financial management industry; Kristi Schaeffer, Vice President and Certified Senior Advisor since 1999; Edward Burnett, financial advisor since 2009; and now, Bill Waddle, licensed financial representative. For more information on The Schaeffer Group, visit theschaeffergroupllc.com.

 

The material contained herein has been prepared from sources and data we believe to be reliable but make no guarantees as to its accuracy or completeness. This material is published solely for informational purposes and is not an offer to buy or sell a security or investment product. Opinions and estimates are of a certain date and subject to change without notice.

The Schaeffer Financial Group, LLC is dedicated to helping you in some of life’s most important financial challenges, decisions and milestones. Our business is based on trusting relationships – rooted in industry expertise, integrity and a personal touch. We’re a team of financial experts but we also consider ourselves a family – one that will support yours.