SCH Financial Group LLC │ 3003 Tamiami Trail N, Suite 300, Naples, Florida 34103

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SCH Financial Group, LLC
SCH Financial Group

Corporate Retirement Plans

Corporatte Retirement Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees, acting in the capacity of qualified retirement plan fiduciaries, to select and monitor the investment advisors that provide services to your company’s retirement plan. That makes selecting an advisor for your corporate retirement plan one of the most critical decisions you will make for your company, employees, officers and directors in Naples, FL.

Through various partnerships with providers such as TD Ameritrade and Vanguard, as well as long established Third Party Administrators, we are able to help design, implement, and manage corporate retirement plans structured to your specific needs. We can also help your employee's with common and complex retirement planning questions such as 401k rollover options, and IRA vs Roth IRA considerations.

Warning

Corporate Retirement Plans are under extreme scrutiny by the IRS.

If you have not had your plan tested pick up the phone and call 800.498.6364. We can help you avoid costly mistakes.

Contact SCH Financial Group today 239.687.3600

Wealth Management

Wealth Management is a process built around the coupling of an Investors Risk tolerance, asset management, estate planning and tax planning goals.

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Fixed Income

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies...

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Corporate Retirement

Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees...

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Legacy Planning

Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate...

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