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.
Pursuing a Tax-Free
Many people believe that taxes are likely to increase in the future, and some experts have even suggested that income tax rates may double. If you’re like many Americans, you’ve saved the majority of your nest egg in tax-deferred investments like 401k’s, 403b’s and IRA’s – so if taxes go up, you’ll keep less in retirement. Together we can think through your unique financial scenarios so you are in a better position to make educated decisions now and in the future. Since we can’t give you specific tax advice, you should consult your tax professional before implementing any tax strategies.
Call and schedule an interview with one of our knowledgeable team members today!
Planning for Your
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.