Broker Check

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
Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
Learn More
An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Learn More

Have a Question?

Thank you!
Oops!