Retirement income optimization in Waterloo, Illinois

Schaefer Wealth Management, Inc. is an independent financial advisory firm located at 200 South Market Street in Waterloo, Illinois, United States. Since 1989, we have been dedicated to providing comprehensive financial planning, investment management, and retirement income strategies to our clients. Our goal is to simplify and organize your wealth management plan, allowing you to focus on what matters most to you. At Schaefer Wealth Management, we follow the PLAN Success Cycle, a four-phase process that helps us understand your financial goals and develop a plan to achieve them effectively. Our Wealth CheckPoints offer comprehensive financial planning solutions in areas such as investment, retirement, tax, legacy, and risk management planning. The Quadrant Plan and Portfolio Pillars guide our investment strategies, ensuring that your portfolio is customized to your priorities and goals.

Edward Jones - Financial Advisor: Collin T Moore, AAMS™ is a reputable financial institution located at 736 North Market Street in Waterloo, Illinois, United States. As a certified Accredited Asset Management Specialist (AAMS™), Collin T Moore provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Collin T Moore is dedicated to helping individuals and families plan for a secure financial future.

Edward Jones - Financial Advisor: Stacy L Butler is a respected financial institution located at 116 North Main Street in Waterloo, Illinois, United States. As a trusted advisor, Stacy L Butler provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Stacy L Butler offers a range of investment options and strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Stacy L Butler is dedicated to helping you secure a strong financial future.