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!!

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

Alerts

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