Schulfer & Associates, LLC Financial Professionals is an independent firm specializing in personal investment management as well as comprehensive retirement and wealth planning. Independence means we do not work for a specific investment corporation, bank or insurance company therefore, we are able to provide you with independent, objective investment management and financial advice.
Our Mission: To provide financial advice for life. Through the stages of wealth accumulation, retirement income distribution, and family legacy planning, we create lifetime relationships with our clients and their families based upon genuine care, clear communication, and mutual commitment.
The Advisors at Schulfer and Associates are proud to have a relationship with LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA). LPL Financial is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2015), a top Registered Investment Advisor, and a leading independent consultant to retirement plans. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's missions is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Schulfer & Associates has defined disciplines, processes and systems. We begin each day with a Daily Research Conference Call hosted by our research team in Boston. Every Monday, our advisors meet for our Investment Committee Meeting, where we deeply dig into the investments that we have in clients' portfolios, as well as evaluate investments that we are not currently using. On Thursday mornings, our team assembles for business tracking, reviewing the continual follow up that happens throughout the week on money moving into our firm as well as tracking income distributions that are being received by our clients from their investment portfolios. On Fridays, we dedicate time for Business Development to ensure that we remain cutting edge and top of our industry. We have defined systems in place for new clients, managing existing client accounts and client reviews.
Our clients are people who have built or are building their net worth, entrepreneurs and executives, retirees and people planning for retirement, as well as health care professionals. Our depth of knowledge, experience and expertise is highly specialized in each of these areas.
Our Value Proposition: Organize. Manage. Protect. We will help you organize your finances, manage your investments, and work toward protecting your money. The core values of our wealth planning and investment management strategies are independent advice, high level research, and sophisticated investment strategies.
To get started, we'll begin with an initial consultation where we'll learn more about you, and you'll learn more about us. If we are a good mutual fit, we’ll move forward and determine which of our services best fit your needs, be it investment management, insurance design, hourly consulting or comprehensive retirement or wealth planning. Contact us for more information.
Schulfer & Associates is proud to support our community. We've raised over $8,500 for Stevens Point Area Catholic Schools at our four spring cleaning Shredding Parties, and over $5,900 for Boy Scouts from our Lawn Social and Fund-Racing events. Additionally, Gene, Jim and LouAnn are personally involved with and volunteer for several local organizations.
*Based on total revenues, Financial Planning magazine, June 1996-2014