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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Second marriages are a trigger event to revisit any existing estate strategies.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here are 5 reason why you may consider working through retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn about cyber liability insurance in this entertaining video.
Have you explored all your options when it comes to managing your taxable income?
When do you need a will? The answer is easy: Right Now.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.