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Mark Schlafer's Videos

Check back weekly for new video content from Mark Schlafer. Featuring Mark's acclaimed "Cool People, Cool Job's Show" and his poignant series "The 5-Minute Mark."

Do you know some Cool People with Cool Jobs? Or do you have a financial related topic that you'd like Mark to cover? Great! Feel free to reach out to Mark with your suggestions.

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Email

mark@schlaferwm.com

The RX6 Method

Phone

317-331-1776

Address

Schlafer Wealth Management
13160 Cirrus Drive
Fishers, IN 46037

Disclosure / Use BrokerCheck to be informed about financial industry professionals.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA, SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. Form CRS

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, MA, MI, NC, NY, OH, PA, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Investing involves risk. No investment strategy can guarantee a profit or protect against a loss.

Check the background of this firm/advisor on FINRA’s BrokerCheck.

Step 1: Uncovering Your "Why"

This is a discussion on your values, concerns, passions, fears and everything that matters in your life and makes you who you are. We want to make sure that, first and foremost, we understand you as a person.

Step 2: Launching Your Website

We develop your personal financial website. This integrates your current and projected resources to support your cash flow needs now and later in life. Through this portal you will be able to see your updated aggregated investments and accounts, all in one place.

Step 3: Preliminary Plan

Taking all this information into consideration, we present a detailed, customized plan on how you can maximize today to achieve tomorrow.

Step 4: Analysis Of Alternatives

In this meeting, we analyze the pros and cons of your options. Next, we "stress test" them to see how they affect the probability of achieving your long-term goals across a wide variety of potential market and economic environments.

Step 5: Plan Implementation

To put your plan to work and keep it moving in the right direction, we employ a rigorous 12- month series of action steps. These steps are designed to provide direction and set expectations of your investments resources.

Step 6: Services

We know that you expect, and deserve, exceptional service. It is provided proactively through education, communication, and a quick response time to your needs.

Step 7: Annual Review

At least once each year, we conduct a thorough assessment of your plan. Together we review performance and discuss any changes in your situation.

Step 8: Progress Report

We measure progress and ask "Are you on track or do you need to make adjustments? Are there new factors to consider?" Your plan is revised as needed and we create a new set of 12-month action steps.