Schnell Financial Group, LLC provides Legacy and Wealth Management to individuals and families. We also provide Legacy and Wealth Management to business clients, including retirement planning, risk management, business strategies, business succession planning, income tax planning and employee compensation planning. Estate planning and advice regarding limited liability companies, family limited partnerships and other related legal matters is provided by the law firm of Kevin L. Schnell -Attorney at Law, LLC, operated by Kevin L. Schnell, member of Schnell Financial Group, LLC.
Schnell Financial Group, LLC is a 100% fee only firm and does not receive commissions on any product recommended. The retainer fees are based on the amount of all the clients assets. Assets include (but are not limited to): Stocks, Bonds, ETF’s, Mutual Funds, IRA’s, other Retirement Accounts (including Employer Sponsored Plans), Annuities, Certificates of Deposit, Savings Accounts, Checking Accounts, Primary and Vacation Homes, Investment Real Estate (Commercial, Residential and Farm, including, but not limited to, those properties held in LLC’s, LP’s and Corporations) and the value of active business operations. Our fee is basically determined by your net worth, less your tangible personal property. Schnell Financial Group, LLC also provides investment management and administration for Qualified Retirement Plans.
Our method of compensation allows Schnell Financial Group, LLC to be totally impartial in the investment recommendations and the planning services provided. Schnell Financial Group, LLC does not receive referral fees or commissions from any other advisor or pay referral fees to any other advisor. Schnell Financial Group, LLC is totally independent from outside influences that would affect the recommendations and planning provided. For individual clients, the fees cover all Legacy and Wealth Management services provided including investment management, tax planning, personal return income tax preparation and estate planning. Services provided to business entities related to business strategies, succession planning, business tax planning and tax preparation services would result in additional fees to be determined based on the services provided. Estate planning services are provided by Kevin L. Schnell - Attorney at Law, LLC and include the preparation, or amendment, of documents such as trusts, wills, financial power of attorneys, health care power of attorneys and other related estate planning documents. (The choice of an attorney is an important decision and should not be based solely on advertising).
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