SFS Services
What we offer
Hourly Fee-Only Financial Planning
Schreiner Financial Solutions provides Fee-Only Financial Planning Services on an hourly basis. Fee-Only means the firm accepts no commissions, referrals, or finder’s fees, the only person who pays us is you. We maintain a fiduciary standard to be committed to act in the utmost good faith for the clients’ best interests. Planning services may include budgeting, benefits planning, insurance, estate planning, windfall allocation, and education planning. All financial planning aligns to your goals and values, and our job is to help you get where you want to go with your financial life.
Tax Planning and Preparation
Schreiner Financial Solutions has been providing tax preparation for almost 20 years. As an Enrolled Agent, we know how taxes affect your long-term wealth, and seek opportunities to decrease your tax burden in a legal and ethical manner. We specialize in Schedule C (Sole Proprietorship) and Schedule E (Rental Income) returns, and especially like spending time helping the new business owner or landlord find all their deductions and tax planning opportunities.
Portfolio Allocation
Investing properly is crucial to a well-balanced portfolio and a secure future. This may involve developing an asset allocation strategy to meet your financial goals and risk tolerance, providing information on investment vehicles and strategies, as well as assisting you in establishing your own investment account(s) at your selected broker/dealer or custodian. We specialize in looking at all your investment assets, streamlining your accounts, and buying low cost and no commission assets to meet your goals.
Retirement Projections
Our retirement planning services include comprehensive projections to assess a client’s likelihood of achieving their financial goals, with a primary focus on financial independence. If initial projections indicate a less favorable outcome, we offer recommendations to improve the likelihood of success, adjusting variables such as spending and saving rates, investment strategies, or retirement timelines. Exploring how financial decisions made today can impact your future provides valuable insight, helping you prioritize what truly matters for your financial well-being and long-term goals.
“Rely on the ordinary virtues that intelligent, balanced human beings have relied on for centuries: common sense, thrift, realistic expectations, patience, and perseverance.”
— Jack Bogle