Financial Advisor – Jennifer Schnalzer
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial strategies that line up with their needs, goals and risk tolerance. I take a comprehensive approach to wealth management which encompasses all aspects of investing, liability management, risk management, and trust, estate, and fiduciary services. By this approach, I help individuals, families, and businesses to build, manage, preserve, and transition wealth.
My process begins by listening to my clients and gaining an understanding of their current situation and their future goals. I analyze the information the client’s share with me and I go to work. I develop various solutions to address the client’s concerns and objectives until I arrive at a solution specifically designed for my client, always being mindful of controlling costs and expenses. It is extremely important that clients understand my recommendations thefefore I explain, in depth, my findings, and with agreement I implement those solutions in an independent, objective and unbiased manner. As life circumstances change, so must the investment strategies used. For that reason, I continue to monitor, evaluate the progress and make adjustments to the plans as necessary.
I am proud of the education, training, and ongoing commitment to professional development that I bring to each relationship. With my education experience and background I provide the utmost due diligence and service to my clients and with my wide range of accomplishments, bedside manner and active listening skills, I have the ability to educate and advocate for my clients in order to help my clients and their families succeed financially.