SCH Financial Group LLC │ 3003 Tamiami Trail N, Suite 300, Naples, Florida 34103

Call (239) 687-3600 CAREERS

SCH Financial Group, LLC

Legacy Planning

Legacy Planning at SCH Financial Group of Naples, FL focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate the vulnerability of life, value relationships and find great pleasure in giving. For this reason we have identified strategies to assist you in limiting the burden of Estate taxes in Naples as well as Wealth transfer strategies and Investment tools to help your plan achieve maximum efficiency when it is put into place. We can also help you avoid major flaws often found in Estate planning to help you pursue your most important goals in life and there-after.

Our Wealth Management team is well seasoned in estate planning and
available by phone at 239.687.3574 Monday through Friday from 9am to 5pm eastern.

Wealth Management

Wealth Management is a process built around the coupling of an Investors Risk tolerance, asset management, estate planning and tax planning goals.

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Fixed Income

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies...

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Corporate Retirement

Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees...

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Legacy Planning

Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate...

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