Focused On Your Financial Future
We provide tailored wealth management strategies to support you and your family.
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Custom-Tailored Financial Plans
We work with you to make sure that you're always working towards your goals.
The Schindler Appleford Group
When your plans for your family’s future extend for generations to come, you need experienced Financial Advisors who not only specialize in wealth preservation and transfer, but who also take the time to get to know your family’s values and vision.
What We Offer!
Our team understands the goals and challenges of family wealth
management and has the expertise to address your complete financial
picture, including:
• Accumulation and preservation strategies • Business succession planning • College education planning • Estate planning services • Financial planning • Retirement savings planning
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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We Put People First
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.
Financial Assessments
We take the time to understand your unique situation before tailoring our recommendations specifically to you.
Our History
Years of experience have prepared us to guide you through life's transitions.