Business Owners
Are you a business owner?
We understand your needs.
We know what it’s like to run a family business. You have a lot on your plate, and you might need a partner who can help you with certain aspects of corporate business planning. That’s where we come in. We’ll listen to your needs and help you make a plan that allows you to focus on growing your business.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20263 - 2020/7/16
Investment Advisory offered through Optivise Advisory Services, LLC a SEC Registered Investment Advisor, Optivise and Schumaker Financial, LLC are independent of each other.