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Today's Solution is

Tomorrow's Peace of  Mind

Financial Services to Maximize your Wealth Opportunities.  

At LongSchaefer our uncommon value includes Accounting, Tax & Financial Services under one roof.  We help you to Organize, Plan and Maximize your Wealth Opportunities.

 

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Avantax Our Difference
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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.

  • Save enough for a comfortable retirement.
  • Pay for your child’s college education.
  • Protect your family in case you become disabled.
  • Achieve your investment goals.
  • Leave a legacy for your heirs.

Financial Planning for Life Events

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.

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Estate Planning

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.

Retirement Plans

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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I Want to Start Securing my Families Future

The LSC Value (1)-1
mlong-1

Michael W. Long, CPA/PFS

Managing Partner

mlong@longschaefer.com

513-245-0300

Schedule Time, Here

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Brandon M. Robertson, CPA

Partner

brobertson@longschaefer.com

513-245-0300

Schedule Time, Here

tom goodwin

Thomas L. Goodwin, CPA

Financial Planner

tgoodwin@longschaefer.com

513-245-0300

Schedule Time, Here

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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