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!
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...