Our Services

Our firm specializes in helping individuals develop sound financial planning strategies. If you are retired – or approaching retirement – or just entering the work world, please take the time to explore our website and the wealth of information found here.  We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

Retirement Plans

Personal Financial Planning

Tax Planning

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Profit Sharing Plans

Investment Planning

Insurance Planning

Insurance Analysis


Traditional IRA

Roth IRA


Simple IRA

Taxable Accounts

Brokerage Accounts

Treasury Bills

529 Plans

Variable Annuities

Common Stock

Mutual Funds

Exchange Traded Funds

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

office@jlschneider.net   |  707-522-8000