Comprehensive Financial Planning for Your Future
What Comprehensive Financial Planning Means
At Schuler Financial Group, comprehensive financial planning is about bringing every piece of your financial life together under one plan. As a financial planner in Springfield OH, we act as the captain of your ship, coordinating retirement strategies, estate plans, tax considerations, and cash flow so that everything works toward the same destination. This approach goes far beyond basic investment advice—it is an ongoing partnership that adjusts with you as life changes.
Services That Work Together
A truly comprehensive plan looks at the big picture:
- Retirement planning aims to have your income last throughout your lifetime.
- Estate planning aligns your financial wishes with the appropriate legal tools.
- Tax planning reduces unnecessary tax burdens on retirement income and investments.
- Investment management keeps your portfolio aligned with your goals and tolerance for risk.
- Cash flow and budgeting balance today’s expenses with tomorrow’s needs.
Each service is integrated so that decisions in one area support the others.
Our Planning Process
We follow a clear process to build confidence and consistency:
- Discovery and goals – We learn about your family, goals, and financial concerns.
- Creating your plan – We build a tailored financial plan that includes retirement projections, estate strategies, and investment direction.
- Implementation – We put the plan into action, coordinating with attorneys and CPAs where needed.
- Monitoring and reviews – Life changes and laws change, so we meet regularly to update and adjust.
- Long-term partnership – We stay with you for the journey, keeping your financial plan on course.
Learn more at our seminars
For new clients in Springfield, Park Layne, and Dayton, the journey starts at our retirement education seminar. Here, you’ll learn the foundations of planning for the future before diving into a personalized plan.