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.
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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
It's important to understand the pros and cons when considering a prepaid debit card.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
How to help determine life insurance needs to provide for your family after you pass away.
Do you understand these common mobile slang terms?
Beware of these traps that could upend your retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
With alternative investments, it’s critical to sort through the complexity.