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The Schaeffer Financial Group LLC

The Schaeffer Financial Group LLC

We’re There When Life Happens

  • How We’re Different
    • Gregory B. Schaeffer – CLU, CSA, ChFC, LUTCF
    • Kristi L. Schaeffer Kleutsch – CSA
    • Edward M. Burnett – RICP®
    • William P. Waddle
    • Mark Salerno
  • Services
    • Planning for the Unexpected
    • Planning for Retirement
    • Securing Your Loved One’s Future
    • Stretching Your Income
    • Planning for the Future
    • Saving for College
  • Resources
    • Life Insurance Calculator
    • Life Insurance Planner
    • Planning for your first visit
  • News & Insights
  • Contact
  • Client Forms

Planning for the Future

When you look ahead, where do you see yourself in five, ten, twenty years? Do you have plans for having a baby? Is there a big purchase down the road you’d like to pay in cash? Would you like to take that cruise with your loved one? Saving, investing and planning isn’t just for retirement. Our team of licensed financial professionals can sit down with you and show you how you could create a nice supplemental income or a savings fund for projects or vacations for your family.

Call and schedule an interview with one of our knowledgeable team members today!

mark-solerno

Personal Finance and Wealth Management Firm Continues Expansion

February 21, 2019
Kenosha, Wisc. – The Schaeffer Financial Group, LLC announced today that Mark Salerno has joined the firm and is now accepting new clients to support the firms growing efforts in personal finance and wealth management. Mark Salerno joined The Schaeffer Financial Group, LLC as a licensed financial representative in June...
KleutschFamily-600x300

Kleutsch Family Named 2018 BGC Sports Family of the Year

February 21, 2019
Kristi Schaeffer-Kleutsch and her family were recently named Kenosha Boys and Girls Club Sports Family of the year! Kristi shows the same level of support, encouragement and teamwork in the office with her clients as she does after work with her aspiring athletes! Congratulations to Kristi and her whole family....
budget

What is the single largest expense that you or I will ever have in our lives?

July 28, 2017
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...
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We’re there when life happens.

The Schaeffer Financial Group, LLC
2315 – 30th Avenue
Kenosha, WI 53144

Directions

262-551-8900 Phone
262-551-8530 Fax
Invest@TheSchaefferGroupLLC.com

Securities and Investment Advice Offered by licensed individuals through Coordinated Capital Securities, Inc., Member FINRA/SIPC. www.finra.org www.sipc.org

CCS and The Schaeffer Financial Group, LLC are not affiliated.

For more information regarding the professional background of CCS and its licensed individuals visit FINRA's BrokerCheck

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