Marketplace

ETF (Exchange Traded Funds)

Offered by S.R. Schill & Associates
Financial Planners
Sector ETFs can have advantages Bob Toomey | Dec 9, 2020 In our management of client’s assets, we use exchange-traded funds (or “ETFs”) for the majority of our investments. ETFs are a relatively newer form of a mutual fund that...

Asset Class Diversification

Offered by S.R. Schill & Associates
Financial Planners
As financial planners, we can plan for bear markets and implement strategies that can lessen their impact on client portfolios. One of the ways we can reduce the impact of a bear market on client portfolios is through asset class...

Wealth Management

Offered by S.R. Schill & Associates
Financial Planners
At S. R. Schill & Associates, we don’t just develop financial plans, we implement them to ensure that your goals and objectives are realized. Our investment process involves over 25 different portfolio allocations ranging from conservative...

Financial Services

Offered by S.R. Schill & Associates
Financial Planners

Retirement

Offered by S.R. Schill & Associates
Financial Planners
When and why would a Roth conversion be advantageous? Stacy Schill | Aug 18, 2022 Tax-deferred savings accounts such as IRAs or 401Ks are powerful ways to build retirement nest eggs. Until 1998, the only IRAs available to...

Financial Advice

Offered by S.R. Schill & Associates
Financial Planners
Working with a financial advisor can help improve your financial security and the quality of your life. Two out of every three middle-income people have made at least one really bad financial decision, costing an average of $23,000 per mistake....

Get In Touch

Offered by S.R. Schill & Associates
Financial Planners
Stacy Schill S.R. Schill & Associates 206-275-2700 2448 76th Ave SE, #107 Mercer Island WA 98040

Comprehensive Financial Planning

Offered by S.R. Schill & Associates
Financial Planners
A comprehensive financial plan is at the heart of our process, driving the recommendations and investment decisions that we make for you. The plan we develop is dynamic and evolves with you as your life needs and goals change. Our...

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