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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a guide to explain all the parts of Medicare.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Military families face unique challenges, making personal finance even more critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If you died, what would happen to your email archives, social profiles and online accounts?
Are Real Estate Investment Trusts right for your portfolio?