A solid investment plan starts with a financial plan and the right mentality. Once we know your goals, we determine the ideal asset allocations, and screen for investment solutions with strong histories. We monitor our selections continuously, rebalance regularly, and help mitigate taxes.
Insurance properly implemented can help insulate a family from the devastating effects that a loss of income causes. It can also be leveraged using sophisticated strategies to reduce estate taxes.
Closely Held Business Owners
Creating plans to leverage retained earnings in a tax efficient way to attract, retain and incentivize key employees, as well as create customized strategies for the owner(s). Additionally, we help with funding buy-sell arrangements, protecting against the loss of key employees, improving retention, creating a succession plan, group benefits, qualified and non-qualified plans. Many of our best clients find 401(k)s insufficient to meet their goals and are looking for tax advantageous alternatives to enhance their balance sheets while positioning themselves for retirement income.
We work with executives to help them organize their streams of income, expenses and balance sheets by building a cash flow strategy for stock options, RSUs, bonuses, deferred compensation and income to balance today's desires with tomorrow's goals. We integrate this into a comprehensive financial, investment and insurance plan that also includes planning for college and retirement funding along with legacy goals.
While retirement means something different to each person, a common thread of most retirees is to maximize income, while maintaining certainty of not running out. Many also desire to leave a legacy. Retirees also want to be protected against the impact of market volatility and health care expense. We specialize in helping clients prepare for all aspects of retirement while taking into account all six risks of retirement planning – Longevity, Market Volatility, Inflation, Taxes, Health/Long-term Care, and Leaving a Legacy.
Special Needs Planning
Many families have loved ones that need an added layer of planning. We specialize in creating plans that allow you to maximize benefits, keep flexibility and protect assets.
Scheeler Financial works with business owners throughout all stages of the business life cycle. From start-up to succession, our experienced financial professionals, specialists and advanced planning attorneys will help you build and implement the drivers that can create, grow and protect your business's value.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2011-2016, 2018-2019
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 2009-2010
Award recognizing persistency and performance
National Sales Achievement Award 2008-2010
Award recognizing performance