Welcome to Schlegel Financial Group
We provide tailored wealth management strategies to support you and your family.
How We Work
We believe that making clients like you a priority is what wealth management is all about.
Retire Your Way
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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We Put People First
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.