Financial Planning
Probably the most popular question we get from our clients is “how much will I need to retire?” That is an important question but we don’t just grab a number out of the air. We take the time to bring into focus your entire financial picture.
Financial Planning focuses on the composition of your financial picture:
Investing (Advice to assist you with accomplishing your goals)
- Current goals
- Short-term goals
- Long-term goals
- Goals that matter to you the most
Education Planning
529 Savings Plans are no longer about saving for higher education.
Retirement (What does it look like)
For individuals, we can assist you with what to do with your 401K plan from a previous employer.
We work with small businesses to review existing plans or help them create a new 401K plan.
Paying Off Debt
What about paying off debt? By the way, paying off debt is a form of investing. Contact us so we can discuss more.
Wealth Management
You were uniquely created. Your financial portfolio should be unique as well.
Wealth Management puts the pieces together.
At Schumpert Investments, we don’t use wealth management only for the highly affluent. Take a look at our fees below and you will begin to see that we care more about you than how much money you have.
Assets Under Management | Annual Rate |
$1 or more | 1.35% |
Sample Fee Calculation:
Investments of $200,000
$200,000 @ 1.35%
Monthly Fee of $225 | Annual Fee of $2,700
Subject to $100 minimum monthly fee ($1,200 annually)
