Schaefer Wealth Management, Inc.

Schaefer Wealth Management, Inc. Total Financial Planning. Holistic Investment Management. Retirement Income Design. with no pressures to sell any products and no conflicts of interest.

People That Work With Us:
Most people don't have the time, knowledge, discipline or desire to manage and grow their wealth. They come to us because their work and family obligations leave them little time to worry about making good financial decisions about their wealth. We have a systematic wealth management process that allows them to focus their time and attention on what they do best while enj

oying life with peace of mind. Why Being Independent is Important:
Being truly "independent" means we can research, construct and recommend the most appropriate financial solutions for your situation. We have no ties to any big Wall Street firms, insurance companies or brokerage houses. Because we are "independent" we work exclusively for our clients every day. Professional Network:
Over the last 23 years, we have built a network of professional advisors to assist us in many facets of "Life Planning." This gives us a tremendous resource of information and allows us to coordinate other services that you may need and assure that everyone is working toward your goals and objectives. These professional advisors include, but are not limited to, CPA/ Tax professionals, mortgage specialists, attorneys.

Look who just turned 65! Happy Birthday, Dwight!!
04/14/2026

Look who just turned 65! Happy Birthday, Dwight!!

Office hours for 4th of July 2024:Thurs, July 4th: CLOSEDFri, July 5th: CLOSED
06/27/2024

Office hours for 4th of July 2024:
Thurs, July 4th: CLOSED
Fri, July 5th: CLOSED

https://www.schaeferwealthmanagement.com/insights/markets-and-mystery-boxes
06/27/2024

https://www.schaeferwealthmanagement.com/insights/markets-and-mystery-boxes

Higher interest rates in the US may be starting to countercyclically affect outside economies because of the strong demand for US dollars. When financial markets demand fewer non-US dollar assets, all those foreign exchange reserves go home to roost, increasing the odds that those international econ

https://www.schaeferwealthmanagement.com/insights/eye-of-the-beholder
04/25/2024

https://www.schaeferwealthmanagement.com/insights/eye-of-the-beholder

Current market affairs offer a myriad of insights for Investors to consider. Economically, there's a prevailing sense of optimism and confidence permeating through various sectors of the market. This positive sentiment has translated into key trends, including surging stock prices, resilient real-es

https://www.schaeferwealthmanagement.com/insights/reflections-amp-insights
01/18/2024

https://www.schaeferwealthmanagement.com/insights/reflections-amp-insights

Happy New Year! As the calendar turns, many embrace the opportunity to shed old habits and embrace a fresh start with renewed purpose and aspirations. The arrival of the new year often brings anticipation of change, though the specific nature of that change remains uncertain until the journey unfold

2023 Holiday Hours
12/20/2023

2023 Holiday Hours

https://www.schaeferwealthmanagement.com/insights/resurgence-in-the-markets
12/14/2023

https://www.schaeferwealthmanagement.com/insights/resurgence-in-the-markets

In just one month, the financial markets managed to bounce back from a previous period of poor investment returns, which benefited many investor portfolios. Various types of investments, including those tied to real estate, fixed income, and equities, experienced a notable recovery in value last mon

https://www.schaeferwealthmanagement.com/insights/stocks-have-competition
11/30/2023

https://www.schaeferwealthmanagement.com/insights/stocks-have-competition

Stocks encountered another round of mild monthly losses in October, extending their streak of losses to three consecutive months. A more competitive picture in fixed income may have stripped away some demand for stocks as of late. When viewed from the lens of opportunity costs, every notch higher in

Address

200 S Market Street
Waterloo, IL
62298

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Website

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