Our Services

The professionals of Schantz Wealth Services provide a comprehensive approach to financial planning for our clients. Whether you are in accumulation mode and saving for college and retirement or you are in retirement and living on a fixed income, we have services and solutions that can help meet your unique needs. Some of the areas we specialize in include:

Investment Planning

We start with determining your risk tolerance, your horizon and then assess your asset allocation. Once we have determined the asset allocation, we can look to investment products to implement to help you realize your financial goals. Our investment portfolios can be tailored to match your values and social concerns. Socially Responsible Funds can be utilized to convey your values to top management, thus changing the way corporations impact the environment and communities


Retirement planning

Saving for retirement is a daunting task. We start by determining how much you need to retire comfortably based on your lifestyle desires and financial requirements. We can help guide you on how to make the most of your employer-sponsored retirement plans and IRAs.


Tax management

With every investment we make on your behalf, we are always mindful of the tax implications. We are always monitoring your portfolio to look for ways to help reduce your current and future tax burden. We also work closely with either your accountant or estate planner when needed


Estate planning

We can review your existing wills and trusts and make recommendations and adjustments. Our goal is to help preserve your estate for your intended heirs. We can also coordinate with your tax and legal advisors


Risk management

Because unexpected things occur in life, it is wise to be protected from disasters through the use of insurance products. We can review any of your existing insurance policies and make recommendations on either new policies or changes in your existing insurance coverage when appropriate


Education funding

We understand how hard it is to save for college education for your children or grandchildren. We can help you navigate the various tactics available and steer you to solutions that are appropriate.





NFP Advisor Services, LLC does not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel

Neither Asset Allocation nor Diversification guarantee against loss. They are methods used to help manage investment risk.