31 years of service and counting.

We’re ready to serve you—with heart and gratitude. 

Every day, you have a choice, and the choice we make is to do what’s right. We put our clients’ needs first. 

Contact Us Call Us

31 years of service and counting.

We’re ready to serve you—with heart and gratitude. 

Every day, you have a choice, and the choice we make is to do what’s right. We put our clients’ needs first. 

Call Us
We know, from long experience, that good retirement income planning requires a strategy.

We excel at helping our clients make a plan, stick to the plan, and reevaluate if needed.  Whatever your goals, our strategists will help you pursue them.

Retirement income planning that takes what the client needs into account.

No two people have the same needs. 

Sure, some elements may remain the same from plan to plan, because the building blocks of an individual’s wealth management strategy might have similar components—however, every plan will be fundamentally and consistently different. 
No two careers are the same. Why should two accumulation strategies be the same? Or two retirement income plans or distribution plans? Answer: They shouldn’t be.

We believe everyone deserves their own custom-made strategy.
That’s what we provide.

What kinds of people do we serve at Schumaker Financial?

Here’s what you can expect from us when we sit down with you.

1. Gather information.

We find out what your goals are. 

2. Assessment.

Where are you right now in regard to your goals? 

3. Make a retirement income plan.

We provide the pros and cons for each scenario. It’s your job to make the decisions. We will provide you with products and services to choose from.

4. Execution.

Everything leads up to this point. You have to follow through or nothing happens. We will encourage you to keep going, stick to your plan, and keep making progress toward your goals.

5. Reevaluate.

Keep things up to date. Change is constant. As times evolve, so might your needs. Our team will work with you to update your plan as needed.

  1. Gather information. We find out what your goals are. 
  2. Assessment. Where are you right now in regard to your goals? 
  3. Make a retirement income plan. We provide the pros and cons for each scenario. It’s your job to make the decisions. We will provide you with products and services to choose from.
  4. Execution. Everything leads up to this point. You have to follow through or nothing happens. We will encourage you to keep going, stick to your plan, and keep making progress toward your goals.
  5. Reevaluate. Keep things up to date. Change is constant. As times evolve, so might your needs. Our team will work with you to update your plan as needed.

We’re here to help. 

Let us show you what we can do.

  • 401(k) Rollovers
  • 403(b) Planning
  • 457(b) Planning 
  • 529 College Savings Plans
  • Business Succession Planning
  • FEGLI Planning
  • Financial Planning
  • Health Insurance
  • Investment Management
  • IRAs
  • IRA Rollovers
  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Retirement Income Planning
  • Small Business Owner Leveraged Planning
  • Social Security Maximization
  • Tax-Efficient Strategies for Individuals
  • Thrift Savings Plans

With many years of experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach.


Our products help when developing your customized income plan. We will walk you through a step-by-step process designed to create income strategies you can feel confident in.

Our Services

We’re here to help. 

Let us show you what we can do.

With many years of experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach.


Our products help when developing your customized income plan. We will walk you through a step-by-step process designed to create income strategies you can feel confident in.

  • 401(k) Rollovers
  • 403(b) Planning
  • 457(b) Planning 
  • 529 College Savings Plans
  • Business Succession Planning
  • FEGLI Planning
  • Financial Planning
  • Health Insurance
  • Investment Management
  • IRAs
  • IRA Rollovers
  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Retirement Income Planning
  • Small Business Owner Leveraged Planning
  • Social Security Maximization
  • Tax-Efficient Strategies for Individuals
  • Thrift Savings Plans

What could we help you with at Schumaker Financial?

  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Retirement Income Planning
  • Small Business Owner Leveraged Planning
  • Social Security Maximization
  • Tax-Efficient Strategies for Individuals
  • Thrift Savings Plans
  • 401(k) Rollovers
  • 403(b) Planning
  • 457(b) Planning 
  • 529 College Savings Plans
  • Business Succession Planning
  • FEGLI Planning
  • Financial Planning
  • Health Insurance
  • Investment Management
  • IRAs
  • IRA Rollovers
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