There is nothing more important to you than your loved ones – how they’re cared for now and how they’ll be cared for in the future. That’s why The Schaeffer Financial Group, LLC is dedicated to helping you navigate some of life’s most important financial challenges, decisions and milestones. We have built our business one trusting relationship at a time. We look forward to meeting you and earning your trust as we help you build your financial plan.
Four Steps to Surviving Job Loss
Have you recently had a job loss? The Schaeffer Financial Group, LLC’s Ed Burnett outlines four steps we can help you take to plan what you need to do. We’re available to meet with you by phone or video conference. Give us a call today 262-551-8900!
Life is happening. We're here for you!
Organize Your
Assets
Need to get your finances in order? The Schaeffer Financial Group, LLC’s Greg Schaeffer explains how we can help you get organized. We're there when life happens. Give us a call today 262-551-8900!
Owning Your
Budget
When you suffer a job loss, you need to OWN your BUDGET! Bill Waddle explains how to get started.We're there when life happens. Give us a call today 262-551-8900!
Defining Your Budget's Essential Needs
When your income gets reduced, It’s paramount to distinguish between needs and wants. Kristi Schaeffer-Kleutsch provides some insights here. Give us a call today 262-551-8900!
Planning for Your
First Visit
We love meeting new people! When you’re ready to come in and visit with our financial planning professionals for the first time, we want you to feel confident and comfortable. To help you out, we have put together a handy checklist of items to have with you and a fillable sheet for you to fill out.
Gregory B. Schaeffer
Financial Representative
Kristi L. Schaeffer Kleutsch
Financial Representative
Edward M. Burnett
Financial Representative
William P. Waddle
Financial Representative
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How to Choose a Financial Professional
