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Jeff Schankerman CASL , LUTCF
®
®
Financial Planner | Special Care Planner
Investment Advisor Representative
Click Here to Set Up a Meeting or
email me at jSchankerman@OTOFinancial.com
We typically work with people who are highly trained, loyal to their professions, very good at what they do, and feel like fish out of water when it comes to understanding their personal and retirement finances.
I love that moment when my client realizes that they CAN do this. They can exert control over their financial life and understand how their retirement will look. have actually witnessed them physically relaxing; because they could envision the process and the steps that would see their financial life or retirmenet come into focus. Great moment.
Jeff's Top Quote
Why Clients Choose to Work with Jeff
My clients turn to me to help reduce the noise and act as a guide in their financial lives. Together, we act on what needs doing, and plan for the other things. This might include...
…laying the groundwork with a young professional or couple who are just starting out,
…helping a client who has focused on other things while letting his/her finances run themselves without professional input or
…expanding the directions and options available to clients who are closer to retirement.
Secrets to his Success
Whether they approach with a single financial issue or are looking for advice on several fronts, I work to help demystify the process, present a clear path from an array of possible directions to help them meet their financial goals. In other words, I advise as I would want to be advised. This may seem like an easy concept to understand; but I’m amazed at how often this is overlooked in the industry.
