My promise and obligation is being an advisor in service to others.
At Schlafer Wealth Management, my mission is to provide uncompromising service and advice.
Through careful financial planning, I empower clients to stop worrying and start living. Whether hitting your stride or navigating a life transition, I help clients feel confident financially, so they can afford to relax, unplug, and enjoy life.
To help our clients achieve their short- and long-term financial goals, I operate on:
Clear and actionable communication
We all have what are called “life transitions;” those turns in life that are expected, but may still take us by surprise - especially financially.
Schlafer Wealth Management is here to help you through your life transitions. I am your advocate, meaning I handle your financial needs so you can handle life. Common life transition planning I provide includes: