3100 West Southlake Boulevard
Our firm specializes in helping you build a sound holistic wealth management system. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate you about financial concepts and solutions to retirement problems, and take the mystery out of your financial journey.
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.
We understand the many challenges of retirement today and know the biggest concern for many is outliving your money due to inflation. We focus on creating a system of plans to take you through every step of your financial journey. Let Schneider Wealth Management design you a sound holistic wealth management system tailored to your specific needs.
Financial Planning & Advisory Services
We create strategies that are tailored to your needs and goals. What is your Retirement System?
Advanced Tax Planning
Our objective is to help you establish an efficient strategy that minimizes your tax exposure to and through retirement.
Social Security & Income Planning
We help you maximize your retirement income benefits, pension and Social Security. Make sure not to forget about RMD's from age 72 and on!
Learn the principles and strategies that enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Costs of healthcare in retirement continue to be one of the top financial concerns for retirees today.
Risk Management (Insurance) Planning
To help ensure coverage and peace of mind for all those “what ifs” in life. Years of experience have prepared us to guide you through your life transitions.
Lifestyle & Longevity Planning
Medical advancements and technology have increased the average life expectancy substantially in the U.S. You may spend 1/2 to 1/3 of your life in retirement. You need to plan for this!
Estate & Legal Planning
While the end of life discussion may be extremely tough to have, everyone understands that our time here is finite, and it’s necessary to prepare yourself and your assets for transition.
If you have a charitable nature and want to reduce current income taxes, capital gains taxes, or even estate taxes, then you should seriously consider charitable planning.
Investment Banking and Lending Services
We offer borrowers a full spectrum of residential, commercial and business lending services - all under one roof.
Working With A Financial Professional
Leaving Your Lasting Legacy
Retiring in a Post-Pandemic World
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."