Broker Check
239-687-3600
Client Login

Trusted Advice

We provide tailored wealth management strategies to support you and your family.

Learn More

Exceptional Service

Strategies that go wherever life takes you

Learn More

Making a Financial Difference

We work with you to make sure that you're always working towards your goals.

Learn More

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.

Learn More

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...

Learn More

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...

Learn More

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...

Learn more
Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
Learn More
Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Learn More

Have a Question?

Thank you!
Oops!