01. Financial Advice for Life.

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

02. Our Value Proposition: Financial Decisions. Wealth Planning. Investment Management.

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

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

From "The Wealth InFormation Lady"

Qualified Charitable Distributions: Do Them Early!

"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |
Categories
Wealth Management
Qualified Charitable Distributions, or QCDs, are one of my favorite tax-smart financial strategies. In order to make QCDs count, there are a number of rules that must be strictly followed, as well as advice that we give our clients to make sure they successful to their fullest extent.

5 Tips to Make the Most of Your Golden Years

"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |
Categories
Retirement
Retirement planning is complex. We often hear tips on how to fund retirement accounts and invest our money. Here are five tips to make the most of your golden years that you don’t often hear.