Financial Services

Front Page Needs Assessment Financial Services Health Services Help at Home Legal Services Personal Assistance Published Articles Additional Resources Frequently Asked Questions Request Information

Making sure you achieve your financial goals Being financially secure is vital to your well-being and independence in the future. Now's the time to re-examine your goals and make sure your funds are set up to meet your needs. We can help with any and all of these services. Establishing goals: Together, we'll identify your goals and determine if they're being met. Financial analysis: We'll look at your entire financial picture and prepare an analysis. Identify needs: We can determine if you need additional tax or financial planning. Monthly bookkeeping: Do you need help managing your finances? We help you keep on top of monthly budgeting, bill-paying and investment management, working together with your family members if you wish. Insurance review: We can make sure you have adequate insurance for your real and personal property. If necessary, we'll recommend changes. LTC insurance: We can determine your eligibility and need for long-term care insurance.

Contact us for more information:
If you would like us to reply to you, please include your preferred method of contact. If you want one of our representatives to call you, please be sure to provide your phone number, including area code.
If you would like to receive information by postal mail, please include your mailing address, including ZIP code.

Please read this FAQ to review our commitment to protecting any personal information that you provide to us.

by e-mail:	Info@schaeferassoc.com	info@schaeferassoc.com
or by phone:	410-935-7809