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At Scheffel Financial Services, we prioritize you.

Our team includes a diverse selection of specialties, expertise, and education. This lets us take a comprehensive approach to wealth management that builds long-term relationships. So, whether you’re a new family looking to save for college, a professional preparing for retirement, or a business seeking long-term sustainability, we can help.

Our Services

What Are the Goals of a Well-Crafted Business Exit Strategy?

The purpose of a succession plan is two-fold: it exists to protect you and to protect your vision for the business after you leave. To protect you, your plan should help you make a profit on the investment you’ve made in the business.

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Designed for You

Demystify the common misconceptions of estate planning today!

We form a close relationship with our clients, and it makes us proud when we know we are not only helping them pursue long-term financial independence, but also helping them leave a legacy behind to their loved ones.

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Scheffel Financial Services, Inc. is celebrating 20 years in the financial services community!

Scheffel Financial Services, Inc. is celebrating 20 years in the financial services community!

We knew from the start that we had something special in providing independent, unbiased advice and wealth management solutions to the general marketplace and more specifically, to our clients.

We could not have come this far without the support and hard work of each member of the Scheffel Financial Services team. We are extremely grateful for our clients achievements, proud of our team, and thankful for the milestones we achieved together.

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Meet The Scheffel Financial Service Inc. Team

We look forward to partnering with you and helping you or your business achieve financial sustainability and independence.

Tell Us How We Can Help You Today

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