Our Services

Our 401(k) rollover service simplifies the process of moving your retirement savings from a former employer into a new qualified account without tax penalties. We handle the heavy lifting, from coordinating with previous providers to ensuring your funds are securely transferred into an IRA or your current employer’s plan. By consolidating your accounts, you gain a clearer picture of your retirement readiness and more control over your investment options. This seamless transition ensures your hard-earned money continues to grow uninterrupted toward your future goals.

We manage client’s wealth through determination of asset allocation depending on needs and other factors. We also help to minimize risk while understanding each client’s risk tolerance, by recommending the appropriate investments to help you reach and exceed your goals.

Schneider Investments manages employee-sponsored retirement plans through ERISA, IRAs, and other individual accounts. We further service these accounts by calculating how much you need to retire comfortably, managing assets before and during retirement.

Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Here at Schneider Investments, our team reviews your wills and trusts, helping to preserve your estate for your intended heirs. This involves helping with beneficiary designations, reducing exposure to estate taxes and probate costs, and coordinating with your tax and legal advisors.

As advisable, Schneider Investments offer strategies involving option contracts including but not limited to; long straddles, income strategies, covered calls, etc.

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Recommending investment and accumulation strategies to help you pay for your children's education.

Helping your business attract and retain qualified employees through benefit packages.

We advise clients on fixed income investments such as treasury securities, multi-year guaranteed annuity (MYGA), corporate bonds, municipal bonds, money market instruments, bond funds and more.

Our team researches individual stocks based either on client needs or to advance our understanding of major players within the economy and certain industries. We develop risk profiles and compile research to offer suitability recommendations to clients on whether to buy or sell.

Schneider Investment’s acts as an advisor/broker when a client’s situation warrants life insurance. This involves recommending certain life insurance plans based off client suitability, as we act in a fiduciary capacity.