Our Wealth Management Process
Your financial journey is a unique and personalized experience, tailored to your specific goals by our financial professionals. Our process is comprised of four crucial phases that were carefully planned by your financial advisor to pave the way for your financial independence.
Investment Management
Our financial advisor's investment management strategy includes keeping your goals and risk tolerance in mind.
Retirement Planning
Whether you are just beginning to save for retirement, haven't started yet, are nearing retirement, or planning for your business, we can help you create and manage a retirement plan.
Estate Planning Strategies
We work with you and your estate attorney to help preserve your assets and provide for your family and those you care about. Our goal is to see that your wishes are followed so that your legacy can continue after you're gone.
Insurance Review
We offer insurance review, evaluating your insurance needs to help you find cost effective strategies and risk management when they're needed.
Our Clients
Our clients live in Nashville, Charlotte, and beyond, and encompass a diverse spectrum, including individuals, families, and businesses. Understanding the unique aspects of their lives and enterprises, we are dedicated to delivering tailored financial guidance.
Your Wealth Management Team
Led by the President of Schadel Financial Group, financial advisor David Schadel, CFP®, CRPC®, our vision is to help clients in pursuing their financial goals alongside comprehending their own purpose, objectives, and values.