At Scheirer Wealth Management we understand that each client’s financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.
Your plan is designed to be dynamic, incorporating your changing financial needs over the years. The plan can adapt to include major purchases, business continuity issues, merchant banking services or even changes in family configuration.
As you enter your peak earning years, the attention may shift to tax-advantaged strategies for preserving wealth through properly executed estate planning. Approaching retirement means dealing with the structuring of income flow and wealth transfer.