01. Delivering White Glove Service

It is our pleasure to help our clients with important financial decisions as they arise, with wealth and retirement planning, and investment management

02. Financial Advice for Life

Many of our clients have been with us for well over a decade, some have been with us for over two.  That's because we provide Financial Advice for Life.  “For Life” means we create lifetime relationships with our clients and their families. “For Life” also means that we provide financial advice for all aspects of life.

Our Services

 

Investment Management

We are an independent firm, so that we may manage your investments without pressure or influence from a corporate structure. We do not work for a bank, insurance company, or other investment corporation, so there are no proprietary products to push nor are there sales quotas to fill. Independence...
 

Retirement Income Planning

Whether you are ready to retire now or are looking forward to retirement in the future, these are some of the common questions we can help you answer: Can I afford to retire now? If not, when? What should I do with my retirement accounts? Can you help me with my social security options? How will I...
 

Wealth Planning

Wealth is always In Formation and the quality of the information that you receive on an ongoing basis and that you act upon, can make a significant difference in your long-term success. Some of the common questions that we hear are: What strategies am I not thinking of to enhance and protect my...

Meet Our Team

Our Team

picture of the Schulfer & Associates team members

We manage assets for individuals and families, providing investment management, and financial planning services.

From "The Wealth InFormation Lady"

What All Women Need to Know

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Published Author |
Categories
Investing
Women
Wealth Management
I was invited to a “Women of Power” luncheon at a conference for Wealth Management Advisors in Las Vegas, NV. As we ate our salads and salmon, I asked my fellow female financial friends what they as advisors thought was the most important thing that all women need to know. It only took a split second to reach consensus.

Know Your Exit Before You Enter

By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
Categories
Investing
Financial Planning
When it comes to investing, the most important question is often overlooked. It’s easy to get money IN to your investments. You expect that over time, you will earn a rate of return. But the most important question may be: How do I get my money OUT of my investments?