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Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. How to Appeal Your Property Taxes. An Arm and a Leg. Executors c...

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Home | Schmocker Financial Services | schmockerfinancial.com Reviews

https://schmockerfinancial.com

Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. How to Appeal Your Property Taxes. An Arm and a Leg. Executors c...

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1

Meet Our Team

http://www.schmockerfinancial.com/p/meet-our-team

Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. Each of our advisors has extensive personal and professional experience. They hold various professional designations, and qualified representatives are licensed and registered to sell a variety of investment and insurance products. Before joining Schmocker Financial, Marc was an executive and business owner in the office technology industry.  He also practiced corporate law for a large midwestern...Andy T...

2

Services

http://www.schmockerfinancial.com/p/services

Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. From our initial meeting, we work closely with our clients every step of the way to create a financial plan aligned with their specific requirements. We want clients to have a consistent, predictable stream of income for life, and a portfolio that establishes a lasting legacy for future generations. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. The LPL...

3

Estate Planning

http://www.schmockerfinancial.com/p/estate-planning

Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. It’s important to develop a plan for managing a client’s total wealth and distributing their estate on their terms. Please note neither LPL Financial nor any of its representatives render legal advice. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. 160; Download Market Commentary. 160; Download Economic Commentary. Investment advice offered through Adva...

4

How We Work with Clients

http://www.schmockerfinancial.com/p/how-we-work-with-clients

Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. How We Work with Clients. One of the benefits of working with Schmocker Financial Services is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. The LPL F...

5

Our Partnerships (LPL Financial)

http://www.schmockerfinancial.com/p/our-partnerships-lpl-financial

Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. Our Partnership with LPL Financial. Our clients value an independent advisor who will provide them with unbiased advice in an environment where there are no sales quotas or conflicts of interest. As reported by Financial Planning magazine, June 1996–2013, based on total revenue. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. The LPL Financial Registered...

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Home | Schmocker Financial Services

Our Mission and Investment Philosophy. How We Work with Clients. Our Partnership with LPL Financial. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. How to Appeal Your Property Taxes. An Arm and a Leg. Executors c...

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