Schaefer Wealth Management

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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(618) 939-8828Call Visit WebsiteVisit Website Map & DirectionsDirections122 N Main StWaterloo, IL 62298 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Wed:	8:00 am - 4:30 pm
Fri:	8:00 am - 12:00 pm

Places Near Waterloo with Investment Management

Valmeyer (12 miles)
Columbia (13 miles)
Hecker (14 miles)
Maeystown (14 miles)
Millstadt (15 miles)

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Email: Email Business
AKA: Schaefer Wealth Management Inc
Other Link: http://www.schaeferwealthmanagement.com
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities

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Details

Phone: (618) 939-8828

Address: 122 N Main St, Waterloo, IL 62298

Website: http://www.schaeferwealthmanagement.com

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Schaefer Wealth Management

Tax Planning
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.
Estate Taxes
Tax Services
Income Tax

Investment Management
Most people don't have the time, knowledge, discipline or desire to manage and grow their wealth completely on their own. Professional advisors can potentially add significant value far beyond investment management. Our Wealth CheckPoints approach strives to add tangible value to your financial life through each of the five key components of your financial plan...
Mutual Funds
We research and evaluate a variety of investment product types for inclusion in our portfolios, ranging from individual stocks and bonds to mutual funds to exchange-traded funds, depending on your objectives, time horizon, and risk tolerance.
Wealth Management
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.

Accounting Services
Payroll Services

Financial Planning
The planning process is designed to understand your unique financial situation, while offering flexibility to adapt the financial plan as your circumstances evolve. Our financial lives can change quickly, and it is important for the planning process to account for these changes with the goal of delivering long-term financial planning success. We strive to help you relax, give you confidence, and create peace of mind, knowing that you continue to stay on track to meet your goals.
Retirement Planning
Strategies that coordinate and optimize your retirement income sources with the goal of delivering the best possible retirement outcome
Annuities
Asset Management
© Advisory Alpha. Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. This content is for informational purposes only and does not intend to make an offer or solicitation for sale or purchase of any securities. Investing involves risk, including the potential loss of principal. No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values. All investment strategies involve risk and have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially affect the performance of your portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Investors should carefully consider the investment objectives, risks, fees and expenses before investing. Any financial services firms referenced in this material do not provide tax or legal advice. Please consult with your tax or legal professional regarding specific issues prior to making a tax or legal decision.
College Funding

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