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Our Firm

Schooler Financial specializes in providing financial knowledge, products, and solutions for individuals and businesses. We serve as your advocate, and assist you in the design and implementation of financial strategies, while providing the products to maximize your wealth. Our goal is to give you maximum control of your financial future. We provide the expertise to help you with personal and business issues such as:

  • Investment Management
  • Distribution Planning
  • Retirement Strategies

Designing and implementing a financial plan that includes security for your family can be confusing. By accessing the knowledge and experience of experts, you will become less confused and more confident in your decisions on many complex financial options. Schooler Financial is proud to offer strength of character, integrity, and the dependability you deserve.

At Schooler Financial, we provide expert assistance in the following areas:


  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • 529 College Plans
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Inherited IRA
  • Brokerage Accounts
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance