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 objective 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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Calculating your potential Social Security benefit is a three-step process.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Five strategies for managing your student debt.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
A special needs trust helps care for a special needs child when you’re gone.