Our Product Solutions

At Schroeder Financial Services we start with a plan that helps define an appropriate investment solution.  What is your risk tolerance? What are your performance expectations? When will you need to use the dollars you are investing today? And what is the purpose for which you are investing?  Whether your planning for retirement or your children's college education, no investment solution can be made without a clear understanding of these subjects . . . and more!

Once you know the what, where, and why of your investment decision an appropriate solution can be tailored to fit your goals, risk tolerance and perfomance expectations.  At Schroeder Financial Services we have a broad variety of financial products and services that can be customized to meet your needs:

 

Managed Accounts:

  • Wrap Accounts
  • Separately Managed Accounts (SMA)
  • Unified Managed Accounts (UMA)

Mutual funds

Individual Securities:

  • Exchange Traded Funds (ETFs)
  • Stocks
  • Bonds

Annuities:

  • Variable
  • Fixed
  • Indexed

Insurance:

  • Life (Term and Permanent)
  • Long-term Care Insurance (LTC)
  • Combination Policies

Small Business Retirement Plans:

  • SEP IRAs
  • SIMPLE Plans
  • 401(k)s

College Savings Plans - Information Sheet

  • UTMAs
  • Coverdell Education Savings Accounts
  • 529 Plans