Schneiss Financial Group
Investments & Financial Planning for Milwaukee
Will I Be Okay?
There are hundreds of questions to ask about your financial future. But it is really about one all-important question—will I be okay?
Schneiss Financial Group has been providing the answer to that question since 1986 and has helped hundreds of clients find financial freedom in retirement. Now, it’s time for us to answer that same question for you.
Service
White-glove service means you’ll receive quick response times, thoughtful solutions, and hands-on attention from every team member.
Care
Choosing a financial advisor is a personal decision. Just as you’ve made your decision with care, we in turn care about you.
Support
Our support extends beyond our listed services. We guide your complete journey toward financial freedom.
Experience the Freedom of Choice with Schneiss Financial Group
Different clients have different needs. Whether you’re looking for a hand-selected portfolio or someone to help plan out your financial life, we can help.
Investments
Our investment services are for clients who have a solid understanding of their everyday financial management and are looking for investment recommendations to achieve their financial goals. We create meticulously curated portfolios, drawing from one of the most extensive product footprints in the industry. Each portfolio undergoes rigorous testing and is tailored to meet your objectives while aligning with your risk tolerance, investment horizon, and diversification requirements.
Our team charges a commission on investment transactions; no ongoing fees apply. You pay only when changes are made to your portfolio.
Financial Planning
Our financial planning services are for clients who want a continuous, collaborative relationship with an advisor. Financial planning encompasses all aspects of your finances, including investments, savings, cash flow, and debt management. Investable assets are placed into a model portfolio managed by a third-party partner. Your advisor works with you to finalize the savings, budgeting, tax, and estate recommendations included in the plan.
Our team charges a management fee based on your total assets, assessed annually or quarterly. You won’t be charged for buying or selling securities.
What is “The Investor Mindset”?
Successful investing goes beyond strategy. It’s a mindset. While any financial advisor can provide recommendations, an exceptional financial advisor will assist in cultivating an investor’s mindset to withstand market volatility and maintain focus on long-term objectives. Here is our approach to fostering this mindset with our clients.
Check the background of investment professionals on FINRA’s BrokerCheck.
Know What You Own
Knowing an investment’s nature helps you understand how it is supposed to generate returns and align with your goals.
Know Where We Are
Staying informed about macroeconomic trends such as the job market, federal interest rates, and inflation cycles can help you understand how and when investments may rise and fall.
Know Who You Are
Understanding how you react to different events and changes in investment value is crucial when selecting your personalized investment portfolio.
Create Your Investment Strategy with Schneiss Financial Group
Schedule a complimentary consultation today.