Wealth Management and Planning
You may have just welcomed your first baby into your home, sent your youngest off to college, or thrown rice at your grandchildren’s wedding, but no matter what stage of life you are in, a solid financial plan for the future can help you enjoy what matters most to you right now. Tim Schaefer, a veteran advisor for over 20 years, has a Bachelor of Science in business economics and is a Certified Financial Planner (CFP) who adheres to the high standards of ethics and experience required of CFPs.
Tim’s status as an independent advisor allows him to offer an almost limitless range of financial solutions. Tim and Encore take a 360° degree approach to the many facets of your finances by exploring your personal values, goals, family, and estate planning. Using the 3600 approach allows him to have a thorough understanding of what is important to you before he makes any recommendations.
You can expect a long term relationship when working with Encore and Tim. In fact the inspiration for our name, Encore Wealth Advisors, comes from our long term relationships that often span generations. With a meticulous attention to detail and a deep understanding of your finances, we will help you manage your family’s wealth no matter where life leads you.
- College/Education tuition planning
- Goal/lifestyle planning
- Foundation/Endowment Management
- Estate Planning and Gifting
- Individual Retirement Planning
- Charitable Gifting Strategies
- Consulting to Retirement Plan Sponsors
- General Portfolio Management
- Insurance and Risk Planning
- Alternative Investments
- Long-Term Care Planning
- Next Phase - Stable Lifetime Income Strategies