08.24.2022 | Client Resources | Downloadable PDF

Client Brochure

This brochure has been prepared pursuant to Rule 204-3 of the Investment Advisors Act of 1940 to provide information to clients and prospective clients of Schaefer Financial Management, Inc. with an overview of our services, methods, compensation, qualifications and conflicts of interest that may exist in any engagement. If you have any questions about the content of this brochure, please contact us at (303)-770-6700.

The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration with these regulatory agencies does not imply a certain level of skill or training. Additional information about Schaefer Financial Management, Inc. also is available on the SEC’s website at www.adviserinfo.sec.gov.

Click to download the Client Brochure (PDF)

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