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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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Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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