Our team is able to offer experience in portfolio management, investment options, and other various stock-option planning. Our main goal for our clients is to determine whether the funds available in their future will pursue the needs of their future self. Insurance, whether its disability, life, or long-term care, can protect you financially should the unfortunate occur.
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 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.
Services
At Scheffel Financial Services, Inc., we leverage our experience and knowledge to help clients pursue financial independence. As Principal of Scheffel Financial Services, Jeff serves as an important resource for our clients. Having Jeff on board provides our clients with an experienced financial team and enhanced knowledge base for wealth management.
As an independent firm, we are committed to providing honest guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client's individual needs and goals. Our team of advisors are supported by independent broker-dealer LPL Financial.
At Scheffel Financial Services, Inc, we feel it's important to give back to the communities where we live and do business. The Scheffel Financial Services Shares program is our way of being a positive contributor in the local community as a united front. Each year, our seven locations have a "Day of Service" where we volunteer our time to a specific charitable cause in the local area.
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