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.
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Personal Finance and Wealth Management Firm Continues Expansion
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...
Kleutsch Family Named 2018 BGC Sports Family of the Year
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....
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...