Schaaf Financial Group

CONNECT

Address:

1530 Byers Street
Batesville, AR 72501

Phone:

(870) 793-4416

Our Services

 

While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident about your decisions.

Once your goals have been established, we will customize a financial plan to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

INVESTMENT MANAGEMENT SERVICES:

  • Develop a written Investment Policy Statement (IPS) to identify objectives and risk profile
  • Review your investments and design personalized portfolios appropriate to your goals, timelines, risk tolerance and performance expectations
  • Quarterly, semi-annual, and annual meetings or calls to review and evaluate your investment performance
  • Quarterly comprehensive statements with some of the companies we work with sending them out as often as monthly
  • Review of asset allocation* within your employer provided retirement plans such as 401(k)'s
  • Quarterly portfolio rebalancing** and portfolio modification if needed

RETIREMENT INCOME & DISTRIBUTION PLANNING

  • Analysis of your income needs now and in the future
  • Develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations for optimizing distribution strategies for your employer retirement plans and IRAs
  • Review of the beneficiaries; assist with establishment of Inherited IRAs to maximize IRA distribution stream for your heirs

RISK MANAGEMENT SERVICES:

  • Analysis of your risk management needs, now and in the future
  • Policy Review Program to provide assessment of current risk management strategies
  • Annual review of Life, Disability, and Long Term Care Insurance Policies.
  • Independent Insurance Needs Analysis
  • Development and implementation of comprehensive risk management strategies and tactics

FAMILY WEALTH LEGACY & ESTATE PLANNING

  • Analysis of your current estate plan and concerns
  • Complementary consultation with your attorney
  • Utilizing Charitable Trusts, Special Needs Trusts, Personal Trust Services and gifting considerations
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate steps, necessary paperwork and handling of ownership transference in the event of death of a loved one

CLIENT SERVICES & COMMUNICATIONS

  • Periodic reports and commentary outlining current events and the impact on your investments and portfolios
  • Active management updates and communications
  • At a minimum, an annual review of investments, progress towards goals and adjustments if needed
  • Invitation to Educational Events, including Client Appreciation Events

 

 

 

 

 

 

 

 

 

 

 

 

*Asset Allocation does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.

** Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck