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.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
This attention-grabbing infographic covers retirement topics you may not have considered.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Learn about the latest sport to sweep the nation with this informative article.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
With alternative investments, it’s critical to sort through the complexity.