PERSONAL UPDATE and THANK YOU

Ellie and our family are so grateful for your understanding, prayers and encouragement in regard to the loss of our daughter Mary.

It has been just over 5 months since her death and there are days that still really sting. Yet we are committed to healing and becoming better because of our loss. This is easier said than done. People sometimes wonder if they should bring Mary up - it is hard either way, so do what you feel is in your heart.

As you know we wanted to honor Mary by doing something in her memory that would bring joy to others. We found The Common Ground Playground in Mason and did a fundraiser with a huge goal of reaching 100k.

So many clients, friends, colleagues and family stepped up and gave large and small. Every gift felt like a huge act of love and brought us so much comfort. Over 130 people made gifts from 15 states, for a total of $110,000. Mason officials said they've never seen anything like it.

The City of Mason celebrated the life of Mary Scheeler at the February 28th city council meeting as her spirit helps connect the community in support of the Common Ground Playground.

Click here to see the City of Mason's Facebook post.

For those that hadn't had chance to look at this project, here is the link:

https://masonparksfoundation.org/

Thank you beyond all words.

Mary Scheeler photo

Reason to Hope Breakfast

Reason to Hope, the Dayton chapter of the Alzheimer's Association, hosted a breakfast in mid in March. Scheeler Financial was a proud sponsor of a table at the event, as well as an attendee. Additionally, their dear friend Jennifer Loveless, who has been directly impacted by alzheimer's, MC'ed the event this year's proceedings.

Reason to Hope photo

Scheeler Financial Mission

"We are committed to working with high-performing executives and business owners to help align your current financial picture with your future financial goals by performing a comprehensive financial plan. Our team helps you understand the complexity of issues faced by successful individuals like you and the importance of having a holistic financial plan.

Brain & Financial Stress Graphic

Testimonials

“We're grateful to be working with you. Your integrity, proficiency, and seamless translation of complex concepts and products into terms we can understand are invaluable. You make it very easy to recommend you.” –Retired, Kraft Foods, Cincinnati, OH

"Rick is the consummate professional. He will develop solutions to your exact needs. The best part of working with Rick is that he is honest." -Manny R, CEO, Tower Hill Speciality, Cincinnati, OH

"I have been working with Rick since 2015. His advice and guidance was very helpful to help me decide to retire from P&G and start a new stage and a business as an independent consultant. Rick's integrity, honest interest to get to know and help us, supported by his deep knowledge and mastery make him a trusted advisor and friend." Luis H, Retired P&G, Consultant, Boston, MA

“Rick and his team provide personalized advice in a good format. He is a straight shooter who has learned to communicate in an awesome way. I like that he gets me to do what it takes to be on track for my goals. I love working with his team as well.” -Director of Sales at VMWare, Atlanta, GA

“At first I was concerned that there would be a constant insurance sell, but it hasn't been like that at all. I appreciate how on top of the numbers you are, and as a result I have more confidence that we are in great shape for the long-term. You and your team are all over it.” -Executive at Kao, Cincinnati, OH

You've done a great job. I have more clarity and confidence.” -Retired P&G Band 5 Executive, Cincinnati, OH

You not only understood what I said, but what I meant. I interviewed many other advisors and none did this. You are very responsive, give me regular communication, and I like the quarterly meetings!”  -Retired Kraft Executive, Cincinnati, OH

“We have a great working relationship. I like that we discuss consistently and I feel more prepared and strategic than I had in the past with my previous advisor.” -Executive at Paycor, Cincinnati, OH

“It has been great working with you. The thing I love is your follow-up and keeping a cadence with meetings.  You hold our hand and while holding us accountable to grow our money for the future. You should feel good about the trust you have built. The integrity, professionalism and drive to make an impact gives us comfort. You are great listeners and give us the needed information to make good decisions. You explain the investment structure in a simple way that is easy to understand. I also appreciate your bringing the math and feelings together.” -CMO Arby's, Atlanta, GA

"Rick has helped me take care of all the things that are important to me. Not just the numbers, but estate planning and other things not within the 'norm'. I love that!" Senior Project Manager, P&G


Brain on Finance

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The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

Rick L Scheeler, CFP®, RICP®, ChFC®, ChSNC®, CASL®
Wealth Management Advisor


Scheeler Financial

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