What We Do
We Specialize in Retirement and Estate Planning.
Planning for your future means understanding where you are now and where you want to go. We work with you to create the retirement experience you want and ensure that your wealth stays in your family. Your vision for retirement is unique, we can work with you to create a custom plan.
Why work with us to review your retirement plans today?
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The retirement landscape is changing. Today people are living longer, more active and healthier lives.
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Planning earlier allows you to take advantage of opportunities for wealth transfer that may not be available later in life.
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Strategic retirement and estate planning today can help reduce the stress you may face tomorrow.
Get in touch with us today to book a complimentary
30 minute consultation to discuss how our process and strategies can enhance your retirement lifestyle.
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:
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We are Independent Advisors
As independent advisors, we choose the best products for you rather than choosing
from a pre-made selection of products.
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 get
you to where you want to go. -
Holistic Planning
We are your best advocates for your life goals.
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 in your wallet.
We help you identify your goals and work with you so that you can achieve them. -
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 areand what your needs are, at different points in your life
What does this mean? Tthat 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 and youth of our team, we can supportyour goals today and for many years to come. -
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. -
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.
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 focused. We’ve made it easy and have broken down the 5 main reasons you can benefit from our strategic financial planning services:
We are Independent Advisors
As independent advisors, we choose the best products for you, rather than choosing from 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 get you 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, we help by showing you how to properly manage your resources, so that 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 and put it back into your wallet. We help you identify your goals and work with you so that you can achieve them.
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.
3.
Generational Service
As an established independent advisor, Rick has provided many years of valuable service to clients. With Krystyn stepping into 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 you are in, Schilling Financial can identify your unique financial needs. With our combination of expertise and 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 our clients 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.
Who We Work With
Our clients are those who are approaching, or are currently retired. Whether you chose to continue working, or just want the comfort of knowing you can retire, we can help you put a plan in place to achieve your retirement vision. Our clients are looking for a trusted expert to manage their financial planning and investments. This allows them to focus on the journey, not the destination.