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Karen & Rick Schaeffer

Financial Planner & Investment Advisor

Karen and Rick Schaeffer, CFP22 - Will accept hourly clients. We help guide people to smart money decisions through competent, ethical, affordable financial planning advice. Schaeffer Financial is a family owned, full-service, fee-based financial planning company committed to taking the mystery out of financial matters and helping people make smart financial decisions. We maintain the highest standards of integrity and professionalism in our client relationships.

Over the last thirty years, Schaeffer Financial has developed special areas of expertise for addressing the needs of Federal Government employees, foreign nationals holding G-IV visas as well as the multi-faceted issues of intergenerational planning. We are particularly skilled at combining the worlds of financial facts and human emotions into a workable plan.


Karen & Rick Schaeffer
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