Consulting Services

Do you have a specific need for which you would like advice?   Even if we do not manage your investments, we would be happy to engage in a consulting agreement for either a flat fee or an hourly rate.

Examples include:

• Retirement Projections and Planning
• Social Security and Pension Analysis
• Selling Investment Real Estate or a Business  -  Timing Matters!
• Long Term Care Planning
• Stress Testing Your Portfolio
  • Effects of a Bear Market
  • Proper Allocation
  • Rising Tax Rates
  • Potential Inflation
  • Premature Death
  • Unexpected Large Expenses
  • Risk Assessment

Contact us at (715) 343-9600 to speak to an advisor, or to schedule an appointment for a no-cost, no-obligation consultation. Or, for more information, e-mail us at SchulferAndAssociates@lpl.com.