Sometimes life can throw you an unexpected curve. Divorce, job loss, extended illness and deaths in the family are among the most stressful situations you’ll ever face. Fortunately, your team at The Schaeffer Financial Group, LLC can help you build a financial plan to help mitigate risks ahead of time by getting all of your financial information organized, balancing your portfolio and making smart decisions about insurance policies. Because we are an independent firm, our team can quote many different insurance carriers in the market on your behalf to secure the most competitive rates among the most highly rated life, disability, and long term care providers. And if something unfortunate should happen, WE’RE THERE WHEN LIFE HAPPENS. The Schaeffer Financial Group, LLC will be there to help guide you through.
Life’s unexpected events aren’t always negative… if you win the lottery, inherit a windfall or if you simply got a good bonus at work, our financial professionals will help you make wise decisions about how to manage your good fortune to meet your future goals.
Call and schedule an interview with one of our knowledgeable team members today!
Defining Your Budget’s Essential Needs (Video)
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 (Video)
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.
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!
Four Steps to Surviving Job Loss (Video)
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! Life is happening. We’re here for you!