It takes effort to find a true Wealth Strategist among the multitude of financial professionals in the market today. SCH Financial Group is a manager of wealth, not only for the current generation but for generations to come.
SCH Financial Group has a solid foundation for complex Trust and Estate planning strategies. They recognize the need for diverse concepts in Investment Planning for their clients. For this reason SCH Financial Group promotes continued education within and among their Advisors. SCH Financial Group is proud of its local reputation for quality advice and exceptional customer service.
SCH Financial is supported by the robust resources of LPL Financial an Independent Broker Dealer. As an Independent firm we:
Your Wealth Management Advisor will coordinate the financial planning process for you. He or She will work with you to identify your goals and implement a series of strategies designed to help you work toward your vision for the future. By managing client’s portfolios on a discretionary basis, they act as fiduciary which means always putting your interests first. You can be assigned one advisor or you can be assigned to the team of advisors depending on your preference. SCH Financial Group has specialists in Fixed Income Planning, Equity specific strategies, Group Retirement Planning, Estate Planning and Financial Education.
Managing Principal, Wealth Manager
The best way to predict your future is to create it”,-Abraham Lincoln. For over thirty years Terry Schnare has been managing wealth for affluent investors and their families. Terry is the Founder and Managing Principal of SCH...
Registered Sales Assistant
Coming together is a beginning, keeping together is progress, working together is success”, -Henry Ford. Eileen Craft is a Registered Sales Assistant with SCH Financial Group. She brings over 35 years of diverse financial...