Dedicated to Customizing Our Services To Your Needs
At Scheffel Financial Services Inc., we work with clients from all walks of life, many of whom are individuals and business owners approaching retirement. Often our clients have worked hard to build their wealth and want to ensure that, once they transition into retirement, their wealth will work hard for them. They may have a vision of what they would like their retirement to look like, but are not sure which direction to go or how to get to their desired destination. Our goal is to create a financial roadmap to help clients understand the path they face, what route to take, and how to overcome any road bumps along the way as they travel toward their destination.
We work with a wide range of clients, from young professionals to families to business owners. While they may range in age and financial situation, many are concerned with preparing for their future retirement, whether it is five or twenty-five years away. Offering a comprehensive range of services, our goal is to create a strategy that encompasses all elements of a client's financial picture, including their short and long-term needs.
In order to help clients gain confidence in their financial future, we are committed to building long-lasting relationships with them and creating a strategy that addresses their unique situation. We utilize a holistic approach that revolves around the client and their needs. As an independent firm, we don’t have any proprietary products or quotas to meet, meaning we are focused on you and your specific objectives. We start by taking the time to understand your relationship with money, how you envision your financial future, what concerns you have, your risk tolerance, and your time horizon.
The customized services we provide individuals include:
- Retirement Planning
- Wealth Management & Portfolio Analysis
- Financial Planning
- Insurance Assessment
- Estate Planning
- Charitable Giving Strategies
- College Planning
The Scheffel Financial Services team works with a diverse range of small and medium-sized businesses and their owners on developing innovative strategies to pursue both their short and long-term financial goals. Regardless of their industry or company size, many are faced with similar concerns - effectively managing their business' financial strategies and developing opportunities that benefit both the employer and employees.
We develop customized strategies and formulate multiple plans from which you can choose. We walk you through all of your options, sharing the advantages of each and answering any questions you may have. Our team knows business owners have a lot to stay on top of with not only their business, but their individual wealth management, their employee benefit plans, and retirement planning. We are here to support our business clients in all facets of financial planning strategies, for both the business owners and its employees.
The services we provide business owners include: