Broker Check

John Schooler CFP® CFS® ChFC®

Senior Vice President — Investments

John Page RICP®

Vice President — Investments

Solutions for Your Financial Future Create Your Financial Dashboard Experience the Difference Committed to you

A Different Approach to Your Financial Future

With wealth comes complexity. As independent financial advisors, we can offer a different and disciplined approach to understanding what’s important to you about money. We strive to build a lasting and trustful relationship and to have an impact on your financial goals.

We formed a partnership to bring our individual talents, complementary skill set, and diversity of expertise together to provide the best possible service. We work together to develop and implement your customized financial strategy and plan.

Learn

In our first meeting, we learn what’s important to you about money, your goals, desires and concerns. There is no cost to you.

Design

If you chose to continue, we develop a customized financial strategy and plan. This requires you to complete a financial questionnaire and provide us with a list of financial documents. There is a nominal fee for the financial plan. If you are not satisfied with the plan, you do not need to pay.

Implement

By this time we have gotten to know each other well and will decide whether to implement the plan. 

At each step of the process, you decide if you wish to continue. You will learn many of the attributes that make our approach as independent financial advisors unique, and how we can impact you desired financial future.

We don’t try to be all things to all people. We keep the number of clients that we have small enough to provide excellent service. Many of our client relationships go back 20 years. The question is, will you be one of our clients in the next 20?

Helpful Content

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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