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Why Choose Schreiner Financial Solutions?
Fee-Only Commitment - We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the recommendation, purchase or sale of products. There is no incentive for the advice we provide except to benefit you and meet the goals you establish.
Client-Centered Approach - We integrate all areas of your life to enable you to meet your personal and financial goals more efficiently and effectively.
Choice in Financial Planning Delivery - We provide full retainer planning that covers your financial needs and situations the entire year as ideally we consider financial planning to be a process rather than a one-time review. Our annual fee allows you to call or meet with us at any time during the year in addition to your scheduled appointments. We also offer project planning, hourly planning and tax preparation for clients who do not need or want comprehensive planning.
Work Primarily with Middle America - We are not wealth managers seeking the next rich individual to serve. Instead we seek to serve the market traditionally underserved by fee-only financial planning—those just starting to build assets and wealth.
Focus on Tax Savings as a Cornerstone of Your Planning - Taxes are traditionally the single largest expense for the middle class. We are aggressive in ethically lowering your taxes and offer piece of mind through our audit protection plan.
 619.463.PLAN (7526)
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