Our Approach
It’s not just about service when we manage our clients’ affairs, it’s a whole process.
Our approach is stress-free, confidence building, relationship-driven and client forward. We’ve made it easy and broken down the
5 main reasons you, your family, and your business can benefit from our strategic financial planning services:
We are Independent Advisors
As independent advisors, we choose the best products for you rather than choosingfrom a pre-made selection of products.
1.
What does this mean?
This means that we put your needs first, before the product.We want to present you opportunities and choices, meet you where you are, and getyou to where you want to go.
Holistic Planning
We are your best advocates for your life goals.
2.
What does this mean?
This means in the pursuit of your goals in life— big and small, we help by showing you how to properly manage your resources so you can achieve them. We look at the big picture, set you on the right track, and help you find money you are already unknowingly losing - so we can put it back into your wallet. We help you identify your goals and work with you so that you can achieve them.
3.
Life stage perspectives
As an established independent advisor, Rick has provided many years of valuable service to clients. With Krystyn stepping in to lead the business, Schilling Financial now has two advisors who understand the importance of family and finances. Bringing their respective ages and life experiences, they look at things from different perspectives and collaborate. This allows them to better understand where you are and what your needs are, at different points in your life.
What does this mean?
That no matter what stage in life and business you are in, Schilling Financial can identify your unique financial needs. With our combination of expertise, and the experience, we can support your goals today and for many years to come.
4.
Financial Partnership
The key to success is the partnership we build together.
What does this mean?
Our success is dependent on their success. Teaching clients to be educated and accountable for their finances creates transparency, involvement and financial literacy. We teach you to be financially literate so you can achieve your goals.
5.
Trusted Security
Our clients trust us with important decisions, both big and small. They know that we put them first.
What does this mean?
We can help you make informed decisions about the transitions you will encounter throughout your retirement years. Our guidance and creative strategies are focused on achieving your financial goals and providing you with the lifestyle you envision.