Founded in 1989, Schaefer Financial Management, Inc. is an independent, fee-only Registered Investment Advisor (RIA) firm. They operate as fiduciaries, committed to acting in their clients' best interests. The firm utilizes a team-based approach to deliver a wide range of services, including comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and insurance analysis, aiming to help clients achieve their long-term financial goals.

Founded in

United States