By looking here, you are probably searching for another financial advisory firm. You may ask yourself, "what is different about this firm?" Is this firm a firm that I may develop a long-term professional relationship with?
Our approach is simple; provide straightforward, direct, unbiased financial advice in a clearly defined fee-based environment. We are not commission based and believe clearly defined fees allows the investor to assess if they are receiving value for our services.
Before you leave this site, be sure to scroll to our "Resources" tab and view articles and videos about important financial topics. We hope you will discover new ideas and strategies that you can add to your financial toolbox.
If you have investable assets of at least $250,000, we welcome a conversation.
Thanks for your visit.
--Ben Schneider
Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lease Payment
How much would your monthly lease payment be?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.