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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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...
Edward M. Burnett Earns Retirement Income Certified Professional® (RICP®) Designation
Kenosha, WI – May 16th, 2016 – Edward M. Burnett, RICP®, with The Schaeffer Financial Group, LLC has earned the Retirement Income Certified Professional® (RICP®) professional designation from The American College, Bryn Mawr, PA. Candidates for the RICP® designation must complete a minimum of three college-level courses and are required...
The Schaeffer Group, LLC Welcomes New Partner, Bill Waddle
Personal Finance and Wealth Management Firm Continues Expansion Kenosha, Wisc. – The Schaeffer Group, LLC announced today that Bill Waddle has joined the firm and is now accepting new clients to support the firms growing efforts in personal finance and wealth management. Bill Waddle joined The Schaeffer Group, LLC as...