Build your House

house

Hear more from Lee

 

Schedule a Meeting Today!

Jeff Schade, CFEd® 

Financial Planner

Jeff Schade’s No. 1 goal has always been to help clients develop a sound financial plan so they can confidently make prudent investment decisions. He is a financial planner and Certified Financial Educator (CFEd®) who has been working with and educating clients since 1992.

Jeff holds several securities registrations, including the Series 7 (General Securities), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law). He also has insurance licenses in multiple states.

lee-p

Ready to learn more about strategies for retiring with confidence?

Schedule a meeting today!