Financial Planning

Our Financial Planning Services

Mowery & Schoenfeld Wealth Management provides its private clients the highest levels of advanced and coordinated planning. We understand the demands placed on your time, and our investment advisors are here to help you address your goals and customize a plan that meets your specific needs and objectives.

Estate, Gift & Trust Planning

The world of estate, gift, and trust planning can be intimidatingly complex. While it may seem easier to let everything “sort itself out,” this course of inaction rarely yields desirable end results.

Retirement & Social Security Planning

As one approaches retirement, there are important questions. You will want to know what financial resources will be available to meet your goals and the sources of your retirement income. We will help you develop a specific and realistic plan that considers all your present and anticipated future resources.

Education Planning

Your child’s or grandchild’s college tuition is likely one of the largest single expenditures you will make — but one of the most valuable. Based on the time horizon to your child’s or grandchild’s education, one of our financial planners helps you plan accordingly.