Welcome to The Schaeffer Group, LLC
This video represents a conversation with Ed Burnett & Kristi Schaeffer Kleutsch, The Schaeffer Group, LLC, 2315 30th Avenue, Kenosha, WI 53144(262)551-8900. Securities and investment advice offered through Coordinated Capital Securities, Inc. (CCS), Member FINRA/SIPC. CCS and The Schaeffer Group are not affiliated.
At The Schaeffer Group, what sets us apart from other firms is our genuine likeness to our clients. We are a team dedicated first and foremost to the future of our loved ones; a team that understands the importance of family and a team that values planning in building a prosperous future for you and your loved ones. As professionals in this industry, we also have families. We recognize there are a multitude of life events and experiences that would require professional financial counsel. But it is only through a genuine understanding and concern of those circumstances, that we invite you to have a conversation with us about your needs. Our tagline, "We're There When Life Happens" is something we take seriously. Nowadays, with so much being thrown at consumers, finding a partner you trust becomes even more important, especially someone you feel comfortable with your money matters.
While we are able to work with clients in many states, we pride ourselves in being a local small business committed to making life better for the people in our surrounding area. Whether you reside in Wisconsin or Illinois, we have a good understanding of this market and the dynamics of this changing economy. Our values are outlined below:
People First; Planning Second. People are at the heart of our business. We work to understand your unique situation before we layout an action plan.
Relationship and Trust. It is essential that you feel good about the Financial Professional with whom you're working. You're encouraged to 'shop' for the right fit for you and your family. Our business is built on a history of referrals from family and friends.
Life Decisions; Not Financial Transactions. When we start working together, we view our relationship as long-term, not focused on arbitrary transactions but rather decisions that are life-changing. Clients have come to consider us an extension of their household decision-making.
Call us at 262-551-8900 to make an appointment.
Family First
We all come from different backgrounds and walks of life, but every one of us at The Schaeffer Financial Group are family people first. We all consider our clients like family, and we hold your goals and needs on a high priority. Call us today to get to know our team. 262-551-8900.
Protecting Your Family
Our team all face the same questions and concerns as our clients. We can help you answer those questions and alleviate the concerns ahead of time, so when life happens, your family is prepared and able to access funds, manage accounts, and pay bills. Call us today to start. 262-551-8900.
When Does the Schaeffer Group Shine
We love what we do, and it’s a real joy to work with our clients. Our team really shines when our clients need us most, often in times of significant personal duress. We will always take the time to answer your questions, make sure you have the information you need, and the support you want. Call us today to get started 262-551-8900.
Why the Binder?
When you meet with us, you get a binder. That’s the place to put all of your important budget and finance information in the event that life happens. In an emergency, everyone will know where to find that critical info. Call us today to get your binder, and help making a plan. 262-551-8900.
How We're Different
One of the things that really makes our team unique is our genuine sincerity and concern for our clients. For most people, financial plans and paperwork are like a foreign language. Each of our six professionals will take their time to ensure you understand what you have set up and that all of the I’s are dotted and T’s are crossed, no matter where you are in your financial journey. Call us at 262-551-8900 or visit theschaeffergroupllc.com
Income Now, Income Later, Income Never
Whether you need income now, income later, or income never, we can assist you in planning a strategy to match your goals. Call us today at 262-551-8900.
When should I get started?
It’s never too early and never too late to get started working with a financial professional. We can assist you, no matter where you are in your life. Call us at 262-551-8900 or visit theschaeffergroupllc.com
Finding Old Accounts
Do you know where all of your money is? It’s not uncommon for someone to lose track of employee retirement accounts, especially from jobs early in life. We can help you with strategies for tracking down those accounts and getting them organized, so you don’t leave any money behind! Call us today to set up an appointment 262-551-8900.
Getting Organized
Getting organized is one of the most important things you can do for your financial future. We can help you gather your information in one place. Call us today at 262-551-8900.
How We Get Paid
We get paid based on the services we provide to help overcome problems or obstacles our clients may face. We follow a high standard of ethics when we make recommendations to our clients, and always act in your best interests first and foremost. We believe transparency and open discussion about any fees is the best way to maintain a trusting relationship with our clients. Take the first step and call us today to learn how we can help you! 262-551-8900
How We Work Together
We genuinely like and care about our clients and their families. Having six professionals on the team means that if something happens to a client, we can rely on each other to make sure all of the details are handled while we also process our own emotions about the situation. Call us today to learn how we can help! 262-551-8900 or visit theschaeffergroupllc.com
How Should We Get Started?
Getting started on a plan for your financial future is surprisingly simple. Save what you make and spend what’s leftover, make an emergency reserve account, and then start saving for retirement. Visit our website theschaeffergroupllc.com or call us today to get started. 262-551-8900.
Team Approach
All six of members of our team work together like a family, to share knowledge and insights to benefit our clients. When you work with The Schaeffer Financial Group you have the power of six professionals on your side. Call us today to learn how we can help! 262-551-8900 or visit theschaeffergroupllc.com
Circle of Life Presentation - The Schaeffer Financial Group
Retirement Income Specialist, Ed Burnett explains how your loved ones can receive as much as possible after you have passed away in The Circle of Life presentation.
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.
We’re There When Life Happens
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
262-551-8900
Download the worksheet Bill talks about here:
https://theschaeffergroupllc.com/wp-content/uploads/2018/10/2018-10-11_Schaeffer_Forms_WEB.pdf
Organize Your Assets
Need to get your finances in order? Greg Schaeffer explains how we can help you get organized.
We’re There When Life Happens
262-551-8900
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! https://theschaeffergroupllc.com/
Pursuing a Tax-Free Retirement
Pursuing a Tax-Free Retirement - The Schaeffer Financial Group