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Schneider Financial Group, Inc.

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Schneider Financial Group, Inc.

Overview:

At Schneider Financial Group our goal is to have a significantly positive impact on the financial well being of our clients.

Most Investors have one or more of the following financial questions

   *
     What important factors should I consider before selecting my retirement date?
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     What strategies are available?
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     Why is diversification so important?
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     What are my retirement plan options?
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     What changes in the financial world could impact my retirement savings?

Personalized service is essential to what we strive to accomplish. We are able to achieve this by using the following five step financial planning process:

   * Help identify your financial needs, long term objectives and tolerance for risk.

   * Prepare an in depth review of your current progress toward these financial goals.

   * Develop an investment portfolio and strategy customized for you.

   * Educate you about the investment choices available through seminars and one on one meetings.

   * Help implement the investment strategy, then monitor and review it with you at least two times a year.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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