At Schaefer Financial Management, every engagement begins with understanding where you are and where you want to go. We offer services that are designed to work together as a unified approach to your financial well-being.
Financial Planning
From comprehensive planning to ongoing guidance, we integrate every stage of your financial life into a clear, actionable plan. Our team partners with you to create a comprehensive financial plan that thoughtfully addresses retirement, education planning, estate planning, insurance and taxes so you can move forward with confidence.
Investment Management
As a fee-only, non-discretionary investment advisor, we put your interests first by eliminating commission-based conflicts. Partnering with Charles Schwab as custodian since 1994, we build diversified portfolios aligned to your broader financial plan and keep you informed every step of the way.