“We’re There When Life Happens.” It’s not just a catchy tagline we toss around. It’s the core of our business philosophy and practice. We have built our business on a strong foundation of personal relationships. We are on your side no matter what curves life has tossed your way. When we sit down to discuss your most sensitive financial information, we discuss it with you. We don’t lecture. We don’t judge. We are a part of your family’s decision-making team, and we take that role very seriously. We celebrate your family’s successes and we stand beside you when things get tough. Life is unpredictable, but your team at The Schaeffer Financial Group, LLC will be there when life happens!
Our team is made up of born-and-raised Kenoshans, and we’re proud of The Schaeffer Financial Group, LLC’s rich legacy of local involvement. The things that our clients find important are the same things that we find important: family, education, community and service. We live here and our families are growing up here. It’s not uncommon to get a friendly wave from one of us at a youth soccer game, at a school concert, at a Scouting event or at a local non-profit organization’s fundraiser.
People First, Planning Second.
Every plan we make starts by getting to know you and the family it is supporting. We take the time to understand your goals, your concerns and your vision for the future. Once we know you, we make a plan that suits you and your situation.
Relationship and Trust.
When we get to know and understand each other, we build the level of trust we both need to have a strong working relationship. We will always look out for your family’s best interests first and foremost. Your success is all that matters to us.
Life Decisions, Not Financial Transactions.
When we put together a plan of action, we base it on helping you achieve your goals and your vision, not on how many transactions can we make or what your portfolio size is. We are your team when the going is good and we are your team when the going is challenging. We’re There When Life Happens!