Welcome to Schoen Financial Advisors
We Listen, We Educate, and We Plan. Most importantly, we connect with our clients. Once we have a clear understanding of where you are today and where you hope to go, we give you the tools you need to get there. We believe in using proven research and data to identify dependable strategies for long-term success. We can help you filter through the Wall Street noise and hype to find real results that match your unique investment style and objectives.
Whether you have a young family, are facing retirement, or own your own business, we pledge to give you more than you expect in a financial advisor — and be there for you through every step of your financial journey.
Find out more about what makes so many people choose Schoen Financial Advisors.
Your best financial plan must be inspired by you, your vision, your timeline, your investment style. We find out who you are and where you want to go.
We know our clients sleep better at night understanding the concepts, products and strategies we’re using.
Together with you, we build a custom roadmap — a unique financial plan that helps you see the target ahead and how to get there.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The federal government requires deceased individuals to file a final income tax return.
Healthy habits are one of the greatest gifts to give your child.
Ascertaining the value of your business is important for a variety of reasons.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
With alternative investments, it’s critical to sort through the complexity.