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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 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.

Helpful Content

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What is the Value of Your Business?

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Ascertaining the value of your business is important for a variety of reasons.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Saving for College 101

Here’s a crash course on saving for college.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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