SCH FINANCIAL GROUP

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies..... Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate..... My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Also known as: SCH Financial Group, LLC

Primary location: Naples United States