Schantz Wealth Services is a client centric financial services firm with a focus on using socially responsible investments as solutions for our clients. Our mission is to develop and maintain very strong relationships with our clients so we can fully understand their financial goals, needs and dreams.
We understand that every client has a unique set of circumstances. We approach our relationships and conversations in an honest and open atmosphere to really understand the needs of our clients and before any financial decisions are made.
Our clients are typically socially and environmentally conscious and care deeply about trying to help create a sustainable world of peace and compassion.
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.