At Schramm Financial Group our financial advisors are highly experienced in serving the needs of hard working, first-generation wealth builders. We prefer to deal with clients who share our own deep commitment to sustained productivity, frugality, family values, and community service. For these clients we offer the following:
Small Business Qualified
In the last 30 years we’ve helped over 1000 small business owners establish, administer, or invest through all types of qualified retirement plans. We know how to design plans to work in a variety of possible future scenarios, how to troubleshoot them when problems arise, and how to keep costs low.
We employ advanced techniques of portfolio management to help position our clients’ assets for potential opportunity in line with market fluctuations.