Welcome to the Schroeder Financial Services website, here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. I'm Greg Schroeder and together with my assistant, Melody Gressick, we hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement planning, financial planning, estate planning, wealth management, and insurance planning. Most importantly, we hope you will see the value of working with skilled professionals to pursue your financial goals.
We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement planning, financial planning, estate planning, wealth management, and insurance planning. Most importantly, we hope you will see the value of working with skilled professionals to pursue your financial goals.
Services
At Schroeder Financial Services we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
In the market place of financial advice almost every practitioner has letters behind their name and a fancy title. Many claim to provide great investment advice and most claim to have experience, wisdom, and insight that the others lack. So what value can Schroeder Financial Services offer you that matters beyond the self-promoting sizzle?
Schroeder Financial Services (SFS) is committed to providing financial solutions to individuals and small-businesses through the financial planning process. Whether your need is to create wealth, manage wealth, or just preserve it, we believe you will be better able to identify and prioritze your goals by following sound financial information.
At Schroeder Financial Services we start with a plan that helps define an appropriate investment strategy. What is your risk tolerance? What are your performance expectations? When will you need to use the dollars you are investing today? And what is the purpose for which you are investing? Whether your planning for retirement or your children's college education, no investment solution can be made without a clear understanding of these subjects.
Analyzing the Client's Current Course of Action and Potential Alternative Courses of Action. This process provides a frame work for the professional practice of financial planning and helps ensure the client of thorough, comprehensive and ethical treatment for the assessment of financial strategies.
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