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A Tiered Investment Strategy

Find out how a tiered investment strategy can help balance income and growth objectives.

LPL Financial Form CRS

Clients must remember to contact Schaeffer Financial LLC if there are any changes in their personal financial situation or investment objectives for the purpose of reviewing, evaluating and /or revising our previous recommendations and services. Also contact us in order to impose, add or modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request as well as on our website. The information contained in this website is intended for personal use and may not apply to all circumstances.

Securities offered through LPL Finanial, Member FINRA/SIPC. Investment advice offered through Schaeffer Financial, a registered investment advisor and separate entity from LPL Finacial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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