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How We Work

We believe that making clients like you a priority is what wealth management is all about.

Retire Your Way

Retire Your Way

No matter how you picture retirement, we'll tailor a strategy suited to your goals.

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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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.
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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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