LLC Wealth Management and LPL Financial are not affiliated, endorsed nor employed by Ascension. Take the first step to becoming a client. We will schedule a no-cost, no-obligation appointment for a time that is convenient for you. You will receive our Welcome Packet introducing you to our firm. We look forward to meeting you!
Are you looking for an experienced advisor for your finances who will listen to you and be proactive in your investment strategy? A professional, long term relationship with a skilled advisor who not only knows investments well, but takes the time to understand you and your family? A relationship that doesn't just start off promising, but follows through with commitment?
Are you looking for an experienced advisor for your finances who will listen to you and be proactive in your investment strategy? A professional, long term relationship with a skilled advisor who not only knows investments well, but takes the time to understand you and your family? A relationship that doesn't just start off promising, but follows through with commitment?
Services
I love to drive things. In the winter, my therapist is a Polaris 850 XC - a snowmobile. When the snow has melted, I burn off stress off-road riding in my UTV, a Polaris Razor PRO XP Turbo. When I have to drive ON the roads, my favorite vehicle is my bright red 2019 Camaro 1LE, equipped with a six speed manual transmission and MBRPs.
Since 2002, our office had been located on the corner of Main Street and Strongs Avenue. For ten years, as I (LouAnn) would drive in to go to our office, I would go past one of my very favorite houses in Stevens Point. Each time I would go through, I couldn't help but stare. I felt magnetized to the building.
We are grateful to our dedicated Outside Council members. They take a day out of their schedules twice each year for an in-depth meeting with us, discussing items from focused agendas, as well as regularly attending our events and acting as a sounding board throughout the year by providing feedback to us on a variety of topics.
When Gene and I founded Schulfer & Associates, LLC Financial Professionals, a lot of careful thought and consideration went into how our business would be represented in name and logo. Each time you see a representation of our business, we want to be certain that we are clearly communicating who we are, and what we stand for.
Through hard work and accruing employer benefits, they have built significant retirement funds to complement their Social Security and/or Pension incomes. Look to their Advisor to help preserve and watch over their assets, and provide personalized advice for their ongoing financial decisions. We are specialists in researching and understanding pensions and retirement benefits.
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