If you get to the end of the month and you’re not doing the fun things you want to do with your family, come meet with one of our financial team members. We take the time to help you organize your monthly finances and streamline your process. Once you have all of your information together, we will help you analyze your income and expenditures to guide you through making a realistic budget plan to help you achieve your 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!
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 […]
The Dry Wood Pile
As we approach another winter in the upper Midwest, we are probably spending some time and consideration on how we can plan if we have another bitterly cold season; checking coats and boots, mittens and scarves for the kids, and of course having plenty of hot chocolate on hand! And if we do have another […]
Price Check
Think for a moment about the routine shopping trips you take to the store to purchase frequently needed items. Perhaps you are loyal to your store and name brand and don’t even think about where to shop or which item to buy no matter the cost. What if we took a few moments to make […]