At LongSchaefer our uncommon value includes Accounting, Tax & Financial Services under one roof. We help you to Organize, Plan and Maximize your Wealth Opportunities.
Personal Financial Planning
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that can help to improve performance, manage risk, and help the growth and longevity of your wealth.
Life is full of changes and surprises. Good financial planning can ensure that you’re financially prepared when these big changes and surprises happen to you. LongSchaefer has created some helpful guides to assist you in planning for these events. Meeting with a competent, seasoned, independent and licensed professional may help further identify the benefits to pursue and disadvantages to avoid. Our initial one-hour discovery meetings are complimentary, so schedule yours today.
Estate planning on your own can be complicated and costly. And the list is endless: state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment, to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs? We can help.
We know that many individuals don’t start thinking about retirement as early as they should. After all, retirement is far down the line, why worry about it when you’re young? But we have the experience and insight to know the problems with that kind of thinking. That’s why as part of our financial services we offer personal financial planning.
We want you to be able to live financially free, which means that alongside being able to afford your dependents’ college education, your investment goals, and the security of your family, we want you to be able to retire as comfortably as you deserve. Read on to learn more about what you can expect to discuss during a free consultation with one of our financial advisors.
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