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Navigating Your Financial Journey With Confidence

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Pursuing long-term financial goals is a marathon—not a sprint. It requires the confidence to endure highs and lows without making impulsive choices, and maintaining your own steady pace. Market changes are a natural part of the economy. Are you prepared to navigate the next shift with confidence?

Let’s work together to understand the overall course, and empower you to make solid financial choices no matter what challenges come your way.

ABOUT US
Preparing for a Marathon—Not a Sprint

   


Ed Scheer,
MBA, CFP®, ChSNC® 

As a marathoner and an ultra-marathoner, I carry the mindset of preparation, training, and pacing through to financial advising. Pursuing your financial goals is a marathon—not a sprint. This approach requires disciplined investing and the ability to avoid making reactionary decisions based upon short-term market fluctuations. 

Together, let’s work to find your own financial pace. Once the course is set, we use education as a training tool to maintain a patient and disciplined mindset. Understanding the bigger picture empowers you to confidently resist emotional responses or tempting quick-fix gimmicks whenever the journey hits a rough patch, or you watch other investors seemingly pass you by.

While no one can predict what will happen in the future, we can plan for various scenarios with the strategic use of investments and insurance policies. Course corrections and updates can be made along your journey as your life evolves.

Testimonials

"Overall, Ed is not only extremely knowledgeable, but also a pleasure to work with. He is responsive, trustworthy, and truly cares about the people he works with. I would highly recommend him to anyone looking for a financial advisor who combines expertise with a personal, thoughtful approach."
- D. C.


"Ed explains everything in great detail, without sounding condescending or insulting. He has unlimited patience & will explain things until we understand. Our financial acumen is limited & Ed always takes the time to make sure we understand what the plan is & why. We are grateful to have him in our corner."
- C.G. and M.G.


"Ed takes the time to answer my questions and help me understand the complexities of managing my portfolio. His professional expertise has guided me in making financial choices that are always in my best interest. How fortunate I am to have connected with Ed. I highly recommend him and his team at LPL Financial." 
- C.K.W.


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Services

PREPARING YOU TO COVER NEW FINANCIAL TERRITORY

The financial finish line we’re all working towards is a secure and comfortable future for our families. But, the journey to get there is different for everyone. What is your current financial situation? Are there special family circumstances needing to be considered? Once you have a good grasp on where you are at, we can identify your dreams and goals, as well as fears that might be getting in the way of achieving them. From there, we can begin to create a long-term financial plan, set the pace, and prepare you with tools for your future.

Feeling equipped to make informed choices through all kinds of financial weather is half the battle. With an open mind and the motivation to make changes, our team prepares you with a personal plan for your financial journey.

Financial Planning

Financial Planning

Everyone has a unique life map. Where are you now, and where are you headed? Financial planning can reveal the current trajectory of your savings and investments, offering alternative options to help you pursue long-term goals like retirement, college savings, and money management.

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Investment Management

Investment Management

Investments are a set of tools to address the goals you set in your long-term financial plan. We’ll work with you to find the right mix of investments that targets your future goals and fits with your capacity to weather the short-term market fluctuations.

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Insurance

Insurance

Understanding insurance is a critical tool for your financial plan. Insurance forms the foundation of your financial plan by transferring risk of loss from you to the insurance company. We’ll look at life, disability, and long-term care insurance to protect you and your family.

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Special Needs

Special Needs

Families of children with special needs have additional life-long personal, emotional, medical and financial factors to consider that require a specialized set of experience. As aChartered Special Needs Consultant (ChSNC®), I provide specialized support as we work through your questions, uncover opportunities, and help you plan for your own retirement—as well as the long-term support for your special needs child.

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LGBTQ Financial Planning

LGBTQ Financial Planning

To make informed financial decisions, you need a plan that reflects your unique circumstances. For the LGBTQ community, promoting financial equality means ensuring you have access to tailored financial planning resources that address your unique challenges like non-traditional family structures, healthcare needs, retirement goals, and legal protections.

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A DIFFERENT APPROACH
Why Partner With Us?

Opening up about your finances can be both a relief and a bit scary. It’s important to find a financial advisor that you feel comfortable being open and honest with—and one that you trust.

Delivering Financial Confidence

While no one can predict the future, we can cover some of the “what-ifs.” Anticipating and planning for both the expected and unexpected life events is invaluable to strategize your finances and deliver confidence.

Meeting You Where You Are At

Starting your long-term plan can feel overwhelming at first. Additionally, people come to us with varying levels of financial knowledge, and no one is expected to know all the answers up front. Whether you are nearing retirement or are a young parent trying to plan for your family’s future—our approach is to meet you where you are at, without judgment, and guide you in a reassuring and collaborative way.

Providing Lifelong Education

We don’t believe in telling people what to do and then setting them free. Instead, our focus is on education and providing you with knowledge so that you are empowered to make solid financial decisions, knowing we are right here to guide you along the way.

* These statements are testimonials by clients of the financial professional as of 04/19/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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