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.
We Listen
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 Educate
We know our clients sleep better at night understanding the concepts, products and strategies we’re using.
We Plan
Together with you, we build a custom roadmap — a unique financial plan that helps you see the target ahead and how to get there.
Helpful Content
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
View all articles 
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.