Financial Advisory

values based, tax efficient, Simple.

 

OVERVIEW

Schaeffer Financial & Tax is an independent, fee-only financial advisory and planning firm that helps align your money with your values, while keeping things simple and evaluating the tax consequences of all planning and investment choices.

We are compensated only by our clients for advice and do not earn commissions or sales bonuses from any company, aligning our interests with yours.  Further, the firm is a fiduciary, meaning that we must always act in the best interest of the client.

The firm customizes its advisory services to your individual needs and can be requested separately or combined as needed.

Our brokerage partner provides a simple, beautiful, fully digital investment account management experience. Learn more about Altruist here.

investment management

Handling of financial assets to meet your goals such as retirement, college, and savings. Fee is based on a percent of assets under management with no minimum account value. Examples of account types offered:

  • Brokerage account

  • IRA / Roth IRA

  • SEP / SIMPLE IRA

  • 401(k)

  • UTMA / UGMA

Consulting

Guidance on a specific item(s) of concern, such as:

  • 401(k) review

  • College savings / 529 review

  • Budgeting

  • Robo adviser consultation

  • Health insurance plan cost analysis

Flat fee for service.