3100 West Southlake Boulevard
Your Retirement. Your Way.
Focus on what’s Important to you and discover what it means to have more financial confidence in retirement. We specialize in designing you a holistic and sound retirement wealth management system tailored to your specific needs.
At Schneider Wealth Management, our team has over 100 years of combined wealth management experience. We focus on understanding your specific circumstances and needs, so we can develop a custom tailored and comprehensive wealth management system which will ensure your long-term objectives and financial well-being - now and for the future to come.
Our expert team takes the holistic approach to retirement planning. We work tirelessly to maximize your life-savings to accomplish your specific retirement goals by coordinating all areas of your financial journey, including: Advanced Tax Planning, Social Security & Income Planning, Investment Planning, Medicare & Risk Management (Insurance) Planning, Lifestyle & Longevity Planning, Charitable Planning, Estate & Legal Planning, Investment Banking and Lending Services.
A holistic wealth management system focuses on all aspects of financial planning, instead of looking at your financial needs individually. We look at all aspects as a whole - Taxes, Social Security, Retirement Income, Investments, Medicare, Longevity, Insurance, Estate Planning, and Lifestyle Planning . Our approach is to help you see the big picture and make sure it is clearly focused on you!
We create a holistic retirement wealth management system tailored to your specific goals and needs
Where are you on the road to retirement?
As an Independent Wealth Management firm, we put our clients’ interests and needs first.
These engaging, short videos are informative and will prompt you with questions to ask your advisor.
Preparing For the Ultimate Vacation
Dreaming Up an Active Retirement
Exit Strategies of the Rich and Famous