Start Planning Your

Retirement Journey

We seek to coordinate, organize and simplify the many components of your wealth management plan, providing the financial clarity, solutions and service that allow you to focus on what you care about most.

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Your Dedicated Advisor

Schaefer Wealth Management is an independent financial advisory firm serving clients since 1989. Through our partnership with you, our team delivers comprehensive financial planning, holistic investment management, and retirement income strategies. We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.

Our Process

The Schaefer Process

The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Do you have a coordinated Income Plan keeping you on course to your goals?

An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.

 

Is your portfolio prepared for the transitions in your financial life?

It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.

Timely Market Insights

Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets.

 
Our Team

Meet your team of professionals

Get in touch

Do you have any questions?