Schneider Wealth Strategies specializes in assisting business owners, professionals and high-net-worth individuals in the development and implementation of highly customized financial and retirement planning solutions, with the objective of achieving their financial goals as effectively and efficiently as possible.
We begin the process by asking questions about your current financial situation and your financial goals. With this information in hand, we proceed to analyze your situation and develop an action plan designed to correct any deficiencies in your existing strategy, or to apply a sound financial strategy if none had existed prior.
Our analysis considers your investments, rate of saving, spending needs, potential sources of income, taxes and inflation. We then stress-test a variety of “what if” scenarios, under both historical and simulated market conditions, in order to develop a plan aimed at maximizing both your spendable retirement income and the longevity of your portfolio.
By combining expertise in the areas of investment analysis and management, retirement planning, employee benefits, insurance, education funding, tax reduction strategies and estate planning, we are able to offer an integrated and holistic approach to planning for your future.
It is our practice to treat every client as an individual with unique – and very important – financial aspirations. Please let us know how we can assist you in your financial planning needs.