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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Purchasing homeowners insurance is critical for protecting your home.
How long does a $20 bill last?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are ways to improve your physical fitness without denting your fiscal fitness.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
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
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?