By far the most common reason people call us is to plan for their retirement. Whether you’re just beginning your career and you want to get a jump start to saving, or if you can see the finish line coming up in a couple years, our experienced financial planning professionals will help you make your plan.
We take the time to learn about you and what your goals are for retirement. Our team will help you forecast how much money you will need and at what age you’ll want to retire. Once we gather as much information as we can, we’ll help you build the best plan to reach your goals.
Each member of The Schaeffer Financial Group, LLC team has a family, so we understand the uncertainties and variables life can toss you during your working years. WE’LL BE THERE WHEN LIFE HAPPENS to help you navigate the situation and do your best to keep on track to achieving your retirement goals.
Call and schedule an interview with one of our knowledgeable team members today!
Organize Your Assets (Video)
Need to get your finances in order? Greg Schaeffer explains how we can help to get organized. We’re There When Life Happens. Give us a call today 262-551-8900!
What is the single largest expense that you or I will ever have in our lives?
As a financial professional, I believe that an important element of my job is to help my clients think, and one of the best ways to help someone think is by asking questions. So oftentimes during client interviews I’ll ask that question, “What do you think is the single largest expense that you or I […]
Pursuing a Tax-Free Retirement (Video)
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 […]
Back to School for Small Businesses
With school back in session, now is a fantastic time for business owners to review some year-end “big-picture” strategies to help finish this year strong and also carry that momentum beyond December 31st. Financially speaking, here are 5 tips to consider: One: Review and inventory where your money is currently held. Life is constantly changing […]
The Power of Standing Your Ground on Your Investments
The target is 8 feet high and 24 feet wide. As the kicker hurls the ball at speeds near 125 miles per hour, the sole defender has about a quarter of a second to react – and to get it right! I’m talking about the penalty kick. With the World Cup in the spotlight this […]
Be Cautious on Common 401(k) Mistakes
For many of you, the biggest pot of money you have invested is your 401(k). This News & Insights article is intended to help you think about your retirement accounts, and some common pitfalls to avoid. If you found a $100 bill on the sidewalk, would you just pass it by? No way! You would […]
So, you earned a raise. Now what?
Congratulations if this question speaks directly to you. There are in fact people out there in the world that are currently earning raises. The times of pay freezes in some industries seems to be slowing. After you have earned a raise, you may ask yourself: What should I do now with the extra money? This […]