The Schaeffer Group
262-551-8900

Open hoursCLOSED NOW - Opens at 9:00am

2315 30th Ave, Kenosha, WI 53144

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We can assist you when: • You change jobs. Pensions may be portable and after analysis may be rolled over. • You retire or are considering retiring. Again, pensions and 401(k)’s should be rolled over. • Interest rates go up or down in a substantial way. • The stock market goes up or down in a substantial way. • You pay taxes on your social security. • You pay Alternative Minimum Tax (AMT). • You are dissatisfied with the rates on your CDs. • You get married or divorced • You have a child. • You buy a home. • You start a business. • You win the lottery. • You have a catastrophic illness such as a heart attack, stroke or cancer. The Schaeffer Group, LLC was established for the sole purpose of helping people learn how to accumulate wealth with the goal of becomming financially secure. We create options for families and small businesses to help them build, manage, protect, and transition wealth. The most common situations when we can assist are: Retirement Income Planning Kenosha Unified School District 403b Enrollment Recent Job Loss or Unemployment Recently Married or Divorced Growing Family or Birth of a Child Loss of a Loved One

Specialties

Retirement Specialist Investment Planning College Savings - 529 Plans or UGMA Accounts Asset Organization / Consolidating Accounts 401k Rollovers and IRA Rollovers 403b Kenosha Unified School District 401k, SIMPLE IRA, and SEP Plans for Small Businesses Portfolio Review / Asset Review and Organization Life Insurance Disability Insurance Long Term Care Insurance (LTC) Build Wealth Manage Wealth Protect Wealth Transition Wealth

 

More Business Info

Professionals with a personal touch.

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Services/Products
We can assist you when: • You change jobs. Pensions may be portable and after analysis may be rolled over. • You retire or are considering retiring. Again, pensions and 401(k)’s should be rolled over. • Interest rates go up or down in a substantial way. • The stock market goes up or down in a substantial way. • You pay taxes on your social security. • You pay Alternative Minimum Tax (AMT). • You are dissatisfied with the rates on your CDs. • You get married or divorced • You have a child. • You buy a home. • You start a business. • You win the lottery. • You have a catastrophic illness such as a heart attack, stroke or cancer. The Schaeffer Group, LLC was established for the sole purpose of helping people learn how to accumulate wealth with the goal of becomming financially secure. We create options for families and small businesses to help them build, manage, protect, and transition wealth. The most common situations when we can assist are: Retirement Income Planning Kenosha Unified School District 403b Enrollment Recent Job Loss or Unemployment Recently Married or Divorced Growing Family or Birth of a Child Loss of a Loved One Specialties Retirement Specialist Investment Planning College Savings - 529 Plans or UGMA Accounts Asset Organization / Consolidating Accounts 401k Rollovers and IRA Rollovers 403b Kenosha Unified School District 401k, SIMPLE IRA, and SEP Plans for Small Businesses Portfolio Review / Asset Review and Organization Life Insurance Disability Insurance Long Term Care Insurance (LTC) Build Wealth Manage Wealth Protect Wealth Transition Wealth
Location
Located on Kenosha's north side - 30th avenue across from Saint Peter's Church.
Neighborhood
St. Peter's
Other Link

http://www.theschaeffergroupllc.com

Categories
Retirement Planning Services, Financial Planning Consultants, Insurance, Investment Securities, Stock & Bond Brokers