Financial Advisory

values based, tax efficient, Simple.

 

OVERVIEW

Schaeffer Financial & Tax is an independent, fee-only financial advisory and accounting firm that helps align your money with your values. While working towards what you value, we strive to keep the process simple and evaluate the tax consequences of all planning choices.

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

The firm does not earn commissions, and we are a fiduciary.

investment management

Handling of financial assets to meet your investing 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

  • UTMA / UGMA

Consulting

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

  • 401(k) review

  • College savings

  • Budgeting

Flat fee for service.