Welcome to Schaefer Financial Management, Inc.

Schaefer Financial Management, Inc. is a full service wealth management firm.   As a client focused firm, our goal is to help each of our clients meet their unique financial goals and objectives with customized planning, advice and implementation.

In an increasingly complex world, financial solutions must encompass every functional area of personal finance from basic cash management to complex estate planning.  The role of Schaefer Financial Management, Inc. is to assist clients in identifying their goals and developing integrated solutions to realize those goals and objectives.  We provide services to clients in virtually every facet of personal management from the most basic cash flow planning and management to the development and implementation of complex estate plans.

With an emphasis on personal service and attention to detail, as well as a commitment to following through on the complex and mundane aspects of implementing a financial plan, we strive to provide our clients with the peace of mind that comes from a sound financial plan that is well executed and monitored.