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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
There are things about Social Security that might surprise you.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
At what point can you call a personal vehicle commercial?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A few strategies that may help you prepare for the cost of higher education.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
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.
The importance of life insurance, how it works, and how much coverage you need.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?