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Our Team "Laura Mae" Exceptional Treatment Welcome to Our Unique Client Experience

Welcome!  We’re delighted you are visiting our site!

Are you looking for an experienced advisor for your finances who will listen to you and be proactive in your investment strategy?   A professional, long term relationship with a skilled advisor who not only knows investments well, but takes the time to understand you and your family?  A relationship that doesn’t just start off promising, but follows through with commitment? 

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Our Clients

Read about the many different types of clients we help.

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Join our Team

Become a member of the Schulfer and Associates team.

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Who is Laura Mae?

A look into the historic building that Schulfer and Associates calls home.

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Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.