Our Services

 At Schneiss Financial Group, we serve individuals and businesses in all areas of financial management, including:



Retirement Planning

Making the most of your employer-sponsored retirement plans, including 401K/403b/457 rollovers and both traditional and Roth IRA's. Determining how much you need to retire comfortably. Managing assets before and during retirement. It's our goal to help you enjoy and maintain a quality standard of living throughout your retirement years. 



Estate Planning Strategies

Helping with strategies to preserve your estate for your intended heirs. Potentially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.  



Insurance Planning

Reviewing existing insurance policies.  Ensuring you have proper coverage limits. 
Finding the best policy for your situation.  Recommending policy changes when appropriate.    



Educational Funding

Recommending investment and accumulation strategies to help you pay for your children's education and other expenses that may accompany the educational process.  Educating clients on the different types of accounts available.  



Investment Planning

Fact finding to determine clients goals and current financial condition.  Helping to define what is important about money.  Determining your asset allocation needs. Helping you understand your risk tolerance.  Preparing a pre/post retirement cash flow analysis. Recommending appropriate investment vehicles to help you reach your goals. 


Employee and Executive benefits

Helping your business attract and retain qualified employees through benefit packages such as 401k plans, profit sharing plans, deferred compensation, and much more.



  We would value the opportunity to help you in any of these areas!