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143 North Kansas Street
Edwardsville, Illinois 62025
(618) 656-1207

Inflation and Your Portfolio Should You Ever Retire? Social Security: By the Numbers Estate Management 101

Creating Investment Strategies as Unique as Your Dreams and Goals

Scheffel Financial Services, Inc. is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your business, or preparing for retirement, our unbiased approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance.

Our focus is on you and your needs. As an independent firm, we are not focused on selling proprietary products or meeting quotas. Instead, we want to build long-term, trusted relationships, crafting customized strategies for you that align with your unique needs.

Through our collaborative team approach, we offer objective advice and personalized recommendations from professionals with a variety of backgrounds and expertise. You won't just have one person to turn to for guidance, you will have a team of professionals assisting you with your financial needs throughout every stage of life you may encounter. By working together, we feel we can offer a better quality service to our clients by bringing a greater variety of knowledge and experience to the table.

We know you have many options when it comes to choosing a financial services firm, which is why we offer a free, no-obligation introductory consultation with prospective clients. Our team would be happy to sit down with you and go over your unique situation and how our services can assist you in planning a better future. Based in Edwardsville, Illinois, we work with clients locally in Southern Illinois and throughout the St. Louis metro area, as well as across the country.

If you are unsure if we are a good fit for you or would like to learn more about how we help our clients, contact us anytime for a short introductory meeting.

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TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Estimate how much of your Social Security benefit may be considered taxable.

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Using smart management to get more of what you want and free up assets to invest.

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